← Directory
INNOVIA WEALTH, LLC
Legal name: STRATEGIES WEALTH ADVISORS, LLC
CRD 289913File 801-112177
APPROVED
Retail clients
Custody
Filing as of Jul 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.29B
Top 25% of cohort (national)
Discretionary AUM
$3.12B
Non-discretionary $165.0M
Clients
804
3,978 accounts
Employees
31
Top 10% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 15, 2017
- Principal office
- 171 MONROE AVE. NW, SUITE 800, GRAND RAPIDS, MI, 49503
- Phone
- 616-719-5007
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.29B
- Discretionary AUM
- $3.12B
- Non-discretionary AUM
- $165.0M
- Discretionary accounts
- 3,940
- Non-discretionary accounts
- 38
- Total accounts
- 3,978
- AUM per client
- $4.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $23.5M |
| Charitable organizations | 1 | $857K |
| High net worth individuals | 359 | $2.51B |
| Pension and profit sharing plans | 64 | $453.9M |
| Individuals (other than high net worth individuals) | 368 | $303.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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.