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Innovia Wealth

EST. AUM
$3,288,459,087

CONTACTS
19

CLIENT ACCOUNTS
3,978

Firm Details

Metro area Grand Rapids
CRD Number 289913
Website innoviawealth.com
Client types

Overview

Innovia Wealth is an RIA based in Grand Rapids with a second location in Chicago. Innovia provides private services including private wealth management, retirement planning, and family office services to clients including families, business owners and athletes. Innovia has partnered with Cornerstone Portfolio Research to provide their investment team with additional research.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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