{ "crd_number": 340777, "slug": "inovo-wealth-architects-union-nj-340777", "primary_business_name": "INOVO WEALTH ARCHITECTS", "legal_name": "INOVO WEALTH ARCHITECTS", "dbas": [], "city": "Union", "state": "NJ", "country": "United States", "cbsa_code": "35620", "metro": { "cbsa_code": "35620", "common_name": "New York", "msa_name": "New York-Newark-Jersey City, NY-NJ", "path": "/advisors/ny/new-york" }, "registration_type": "sec", "registration_status": "120-Day Approval", "registration_date": "2026-07-23", "years_registered": 0, "period": "2026-10-01", "filing_date": "2026-07-30", "carried_forward": false, "raum_total": 0.0, "raum_discretionary": 0.0, "raum_non_discretionary": 0.0, "raum_band": "under_25m", "raum_band_label": "Under $25 million", "total_employees": 4, "advisory_employees": 2, "client_count_bucket": null, "clients_by_type": null, "compensation_types": [ "fixed", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "FL", "ME", "NC", "NJ", "NY", "PA", "VA", "WI" ], "websites": [], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340777", "city_as_filed": "UNION", "url": "https://advisorcensus.com/firm/inovo-wealth-architects-union-nj-340777", "display_name": "Inovo Wealth Architects", "summary": "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.", "citation": "AdvisorCensus. Inovo Wealth Architects (CRD 340777): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Inovo Wealth Architects compensated?", "a": "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)." }, { "q": "How much does Inovo Wealth Architects charge?", "a": "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." }, { "q": "Where is Inovo Wealth Architects located?", "a": "Inovo Wealth Architects' principal office is in Union, NJ, according to its Form ADV." }, { "q": "Is Inovo Wealth Architects registered with the SEC or a state?", "a": "Inovo Wealth Architects is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 340777." }, { "q": "How much does Inovo Wealth Architects manage?", "a": "Inovo Wealth Architects reports $0 in regulatory assets under management in its Form ADV filing dated July 30, 2026." }, { "q": "Does Inovo Wealth Architects report any disciplinary disclosures?", "a": "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" }, { "q": "What changed in Inovo Wealth Architects' recent Form ADV filings?", "a": "In the August 2026 filing data: Newly registered with the SEC." } ], "filing_history": [], "recent_changes": [ { "period": "2026-08-01", "period_label": "August 2026", "notes": [ "Newly registered with the SEC." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated June 3, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": "$5,000", "planning_fees": [ "Flat fee: $12,000 (W2 Client)" ], "figures": [ { "label": "Minimum annual fee", "statements": [ "Minimum annual fee: $5,000" ], "quotes": [ "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." ] }, { "label": "Planning fee", "statements": [ "Flat fee: $12,000 (W2 Client)" ], "quotes": [ "Stand Alone Financial Planning Fees WITHOUT Investment Advisory Services Fixed Fee W2 Client Business Owners Complex Planning $12,000 $18,000 $24,000" ] } ], "values": { "tiers": [], "range_pct": null, "max_pct": null, "account_minimum": null, "minimum_annual_fee": 5000.0, "planning": [ { "kind": "flat", "amount": 12000.0, "min": null, "max": null, "period": "one_time", "service": "W2 Client" } ] }, "quotes": [ "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.", "Stand Alone Financial Planning Fees WITHOUT Investment Advisory Services Fixed Fee W2 Client Business Owners Complex Planning $12,000 $18,000 $24,000" ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/inovo-wealth-architects-union-nj-340777.md", "clients": [], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340777", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }