Innova Wealth, LLC

Overview

Innova Wealth, LLC positions itself as a fee-based advisory practice that combines financial planning with discretionary portfolio management for individuals and small businesses. The firm operates as a capital allocator, actively using third-party managers to access non-traditional strategies alongside more conventional portfolios. Its advisory scope also includes selecting other advisers, which indicates a role in manager selection and oversight for client allocations outside the firm’s direct investment sleeves. Investment preferences lean toward a blended model: core exposure through liquid vehicles like mutual funds and annuities, with targeted allocations into private-market strategies. Innova Wealth, LLC does not report being an active ESG investor. Its documented business activities and affiliations (accountant and insurance company relationships) suggest a client service model that integrates tax and insurance planning into wealth management decisions. Fee arrangements are varied — the firm lists percentage of assets under management, hourly charges, fixed fees and other fee structures — which supports a mix of ongoing advisory relationships and project-based work.

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Investments & Alternatives

Location & Offices