# Innovia Wealth, LLC

> Innovia Wealth, LLC is an SEC-registered investment advisory firm in Grand Rapids, MI, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 20, 2026.

- CRD: 289913
- Filed as: INNOVIA WEALTH, LLC
- Legal name: Strategies Wealth Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Grand Rapids, MI
- Filing period: October 2026
- Form ADV filing dated: July 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289913
- AdvisorCensus page: https://advisorcensus.com/firm/innovia-wealth-llc-grand-rapids-mi-289913

## Quick answers

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

**How much does Innovia Wealth, LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Hourly rate: $1,000 an hour (financial planning services); Flat fee: $75,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Innovia Wealth, LLC located?**
Innovia Wealth, LLC's principal office is in Grand Rapids, MI, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Innovia Wealth, LLC registered with the SEC or a state?**
Innovia Wealth, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289913.

**How much does Innovia Wealth, LLC manage?**
Innovia Wealth, LLC reports $3,288,459,087 in regulatory assets under management in its Form ADV filing dated July 20, 2026 (95% discretionary).

**How have Innovia Wealth, LLC's assets and staff changed since 2021?**
In the Form ADV data for Innovia Wealth, LLC: Regulatory assets under management: $720,000,000 in the October 2021 data and $3,288,459,087 in the October 2026 data, up 357%. Total employees: 15 in October 2021 and 31 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Innovia Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (368); high net worth individuals (359); pension and profit sharing plans (but not the plan participants or government pension plans) (64).

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

**Does Innovia Wealth, 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/289913

**Does Innovia Wealth, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "We require a minimum household account size of $1,000,000, which may be waived at our discretion."

**What changed in Innovia Wealth, LLC's recent Form ADV filings?**
In the August 2026 filing data: Changed its office addresses in Chicago, IL.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> We require a minimum household account size of $1,000,000, which may be waived at our discretion.

- Hourly rate: $1,000 an hour (financial planning services)

> Our fee related to financial planning services provided (“Financial Planning Fee”) varies. However, hourly fees cannot exceed $1,000/hour

- Flat fee: $75,000 (financial planning services)

> Our fee related to financial planning services provided (“Financial Planning Fee”) varies. However, hourly fees cannot exceed $1,000/hour and Innovia Wealth typically does not allow flat or project-based fees to exceed $75,000.

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.
- Fidelity Brokerage Services LLC

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: $3,288,459,087
- Discretionary: $3,123,428,414
- Non-discretionary: $165,030,673

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 368 | $303,769,121 |
| High net worth individuals | 359 | $2,506,378,921 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 64 | $453,927,538 |
| Charitable organizations | 1 | $856,690 |
| Corporations or other businesses not listed above | 12 | $23,526,817 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Other

### Firm details
- Registered since: 2017 (8 years)
- Employees: 31 total, 17 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, FL, GA, IL, IN, LA, MI, MN, NY, OH, OR, PA, TN, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Birmingham, MI
- Chicago, IL

### Websites listed on Form ADV (Item 1.I)
- innoviawealth.com
- LinkedIn @innovia-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $720,000,000 | 15 | March 31, 2021 |
| October 2022 | $1,289,606,975 | 14 | May 3, 2022 |
| October 2023 | $1,414,389,628 | 23 | March 28, 2023 |
| October 2024 | $2,232,574,455 | 26 | September 4, 2024 |
| October 2025 | $2,430,721,931 | 30 | May 8, 2025 |
| October 2026 | $3,288,459,087 | 31 | July 20, 2026 |

Regulatory assets under management: $720,000,000 in the October 2021 data and $3,288,459,087 in the October 2026 data, up 357%.
Total employees: 15 in October 2021 and 31 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Changed its office addresses in Chicago, IL.

### April 2026
- Employees performing advisory functions went from 18 to 17.
- Regulatory assets under management went from $2,430,721,931 to $3,288,459,087 (+35%).
- Registered or notice-filed in NY, TN.

### March 2026
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Added an office in Birmingham, MI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Innovia Wealth, LLC (CRD 289913): Form ADV filing data as of October 2026.