# Innova Wealth Partners, LLC

> Innova Wealth Partners, LLC is an SEC-registered investment advisory firm in Newtown, PA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 24, 2026.

- CRD: 168500
- Filed as: INNOVA WEALTH PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newtown, PA
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168500
- AdvisorCensus page: https://advisorcensus.com/firm/innova-wealth-partners-llc-newtown-pa-168500

## Quick answers

**How is Innova Wealth Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Innova Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Innova Wealth Partners, LLC located?**
Innova Wealth Partners, LLC's principal office is in Newtown, PA, according to its Form ADV.

**Is Innova Wealth Partners, LLC registered with the SEC or a state?**
Innova Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 168500.

**How much does Innova Wealth Partners, LLC manage?**
Innova Wealth Partners, LLC reports $288,186,234 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (99% discretionary).

**How have Innova Wealth Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Innova Wealth Partners, LLC: Regulatory assets under management: $134,663,312 in the October 2021 data and $288,186,234 in the October 2026 data, up 114%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Innova Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (371); high net worth individuals (137); pension and profit sharing plans (but not the plan participants or government pension plans) (9).

**Which custodians does Innova Wealth Partners, LLC use?**
Innova Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Innova Wealth Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/168500

**Does Innova Wealth Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 26, 2026 says: "There is an account minimum of $100,000, which may be waived by the investment advisor, based on the needs of the client and the complexity of the situation."

**What changed in Innova Wealth Partners, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 4 to 6. Regulatory assets under management went from $228,175,527 to $288,186,234 (+26%). Registered or notice-filed in DE, MI, VA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 26, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> There is an account minimum of $100,000, which may be waived by the investment advisor, based on the needs of the client and the complexity of the situation.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $288,186,234
- Discretionary: $284,299,910
- Non-discretionary: $3,886,324

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 371 | $65,130,953 |
| High net worth individuals | 137 | $212,011,542 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $8,809,221 |
| Corporations or other businesses not listed above | 4 | $2,234,518 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, DE, FL, MA, MD, MI, NJ, NY, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- myinnovawealth.com
- Facebook @INNOVAWEALTHPARTNERS
- LinkedIn @INNOVA-WEALTH-PARTNERS
- X @INNOVAWEALTH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $134,663,312 | 5 | July 9, 2021 |
| October 2022 | $177,452,000 | 5 | January 25, 2022 |
| October 2023 | $163,420,000 | 5 | March 7, 2023 |
| October 2024 | $178,390,019 | 4 | March 18, 2024 |
| October 2025 | $228,175,527 | 4 | February 11, 2025 |
| October 2026 | $288,186,234 | 6 | September 24, 2026 |

Regulatory assets under management: $134,663,312 in the October 2021 data and $288,186,234 in the October 2026 data, up 114%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 4 to 6.
- Regulatory assets under management went from $228,175,527 to $288,186,234 (+26%).
- Registered or notice-filed in DE, MI, VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Innova Wealth Partners, LLC (CRD 168500): Form ADV filing data as of October 2026.