Innova Wealth Partners, LLC
Firm details
- Headquarters
- Newtown, Pennsylvania
- CRD number
- 168500
- Registered since
- January 8, 2020
- Website
- myinnovawealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.57%
- Individuals22.6%
- Pension & Profit Sharing Plans3.06%
- Corporations / Businesses0.78%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Innova Wealth Partners, LLC is an independent registered investment adviser that began SEC registration in 2020 and is owned by an individual principal. The firm serves both individual/family and institutional clients and describes itself as a capital allocator. Its fees are charged as a percentage of assets under management and via fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and educational seminars. Innova does not describe itself as an active ESG investor and does not operate as a multi-state adviser. The firm lists an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities17%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds3%
- US Government Bonds1%
Contacts
3 of 6
Kyle Bruner
Client Service AssociateCRD 8096035
William Bromley
Principal and Co-FounderCRD 4881804
Jonathan Inzero
Financial Advisor and PlannerCRD 6089944
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 115Active vs passive
$277M in ETFs
76%
$211M
18%
$65.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 1-3 YEAR TREASURY BOND ETF (SHY) | BlackRock | Passive | Short Government | $15.8M | 192,708 | 5.72% |
Location
Newtown, PA
Bucks
Location
Newtown, PA
Headquartered in Newtown, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Bucks
- Address
- 12 Terry Dr
- Time zone
- ET (UTC-5)
- Office locations
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