INNOVIA WEALTH, LLC

Registration Details

CIK

1976435

Accession

crd-289913

Location

GRAND RAPIDS, MI

Filing Date

July 20, 2026

AUM

$3.3B

Institutional Clients

65

Employees

31

Amendment

No

SEC EDGAR

View original filing →

Client Types

Private Funds

2 private funds reported on Form ADV Schedule D 7.B.1, $50.4M in combined gross assets.

• STRATEGIES+ TRM EQUITY FUND II ACCESS FUND LLCPrivate Equity Fund$50.4M
• INNOVIA PRIVATE HOLDINGS, LPOther Private Fund—

About this Adviser

INNOVIA WEALTH, LLC is a registered investment adviser headquartered in GRAND RAPIDS, MI, managing approximately $3.3B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.