# 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.

- CRD: 340777
- Filed as: INOVO WEALTH ARCHITECTS
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Union, NJ
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340777
- AdvisorCensus page: https://advisorcensus.com/firm/inovo-wealth-architects-union-nj-340777

## Quick answers

**How 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); Flat fee: $18,000 (Business Owners); Flat fee: $24,000 (Complex Planning). 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

### 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 June 3, 2026)

- Minimum annual fee: $5,000

> 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)

> Stand Alone Financial Planning Fees WITHOUT Investment Advisory Services Fixed Fee W2 Client Business Owners Complex Planning $12,000 $18,000 $24,000

- Flat fee: $18,000 (Business Owners)

> Stand Alone Financial Planning Fees WITHOUT Investment Advisory Services Fixed Fee W2 Client Business Owners Complex Planning $12,000 $18,000 $24,000

- Flat fee: $24,000 (Complex Planning)

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, ME, NC, NJ, NY, PA, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Inovo Wealth Architects (CRD 340777): Form ADV filing data as of October 2026.