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INNOVA WEALTH PARTNERS, LLC
CRD 168500File 801-117798
APPROVED
Retail clients
Filing as of Feb 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$288.2M
Below cohort median (national)
Discretionary AUM
$284.3M
Non-discretionary $3.9M
Clients
521
521 accounts
Employees
6
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 8, 2020
- Principal office
- 12 TERRY DRIVE, SUITE 203, NEWTOWN, PA, 18940
- Phone
- (888) 270-1574
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $288.2M
- Discretionary AUM
- $284.3M
- Non-discretionary AUM
- $3.9M
- Discretionary accounts
- 519
- Non-discretionary accounts
- 2
- Total accounts
- 521
- AUM per client
- $553K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.2M |
| High net worth individuals | 137 | $212.0M |
| Pension and profit sharing plans | 9 | $8.8M |
| Individuals (other than high net worth individuals) | 371 | $65.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.