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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 Oct 1, 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
- Website
- http://WWW.INNOVIAWEALTH.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 30 | 31 | increased by1 |
| Apr 1, 2026 | Clients | 750 | 804 | increased by54 |
| Apr 1, 2026 | AUM | $2,430,721,931 | $3,288,459,087 | increased by$857,737,156 |
| Apr 1, 2026 | Accounts | 3,295 | 3,978 | increased by683 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 30 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 482 | 750 | increased by268 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,289,606,975 | $2,430,721,931 | increased by$1,141,114,956 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,979 | 3,295 | increased by1,316 |
| Apr 1, 2022 | Employees | 15 | 14 | decreased by1 |
| Apr 1, 2022 | Clients | 386 | 482 | increased by96 |
| Apr 1, 2022 | AUM | $720,000,000 | $1,289,606,975 | increased by$569,606,975 |
| Apr 1, 2022 | Accounts | 1,456 | 1,979 | increased by523 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INNOVIA WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INNOVIA WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.