AdvisorCensus / Financial advisors / New York / New York / Inovo Wealth Architects
Inovo Wealth Architects
Filed as INOVO WEALTH ARCHITECTS
Inovo Wealth Architects is an SEC-registered investment advisory firm in Union, NJ, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 30, 2026.
Quick answers
From the filingHow is Inovo Wealth Architects compensated?
On its Form ADV (Item 5.E, October 2026), Inovo Wealth Architects reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Inovo Wealth Architects charge?
Its Form ADV Part 2A brochure dated June 3, 2026 states: Flat fee: $12,000 (W2 Client). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Inovo Wealth Architects located?
Inovo Wealth Architects' principal office is in Union, NJ, according to its Form ADV.
Is Inovo Wealth Architects registered with the SEC or a state?
Inovo Wealth Architects is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 340777.
How much does Inovo Wealth Architects manage?
Inovo Wealth Architects reports $0 in regulatory assets under management in its Form ADV filing dated July 30, 2026.
Does Inovo Wealth Architects 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/340777
What changed in Inovo Wealth Architects' recent Form ADV filings?
In the August 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AMinimum annual fee: $5,000
The brochure's wording
Inovo Wealth Architects Inc. has a household minimum fee of $5,000 per annum which may nullify the below table. Inovo Wealth Architects Inc. may waive the minimum fee at its sole discretion.
Flat fee: $12,000 (W2 Client)
The brochure's wording
Stand Alone Financial Planning Fees WITHOUT Investment Advisory Services Fixed Fee W2 Client Business Owners Complex Planning $12,000 $18,000 $24,000
As stated in the firm's Form ADV Part 2A brochure dated June 3, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$0 as of October 2026, filing dated July 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DNot reported.
A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: 120-Day Approval.
- Registered since
- 2026 (0 years)
- Employees
- Total: 4. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
8 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- August 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Inovo Wealth Architects (CRD 340777): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/inovo-wealth-architects-union-nj-340777