LP Profile

Innovia Wealth

Also known as innovia wealth

Wealth ManagerGrand Rapids, United StatesFounded 2007
$2.4B
Assets Under Management
Grand Rapids
Headquarters
Investment Focus

About Innovia Wealth

We create strategies for business owners, professional athletes, institutions, and wealth families that align with their long-term financial goals.

Preferred Investment Types

Buyout

Preferred Geographies

North America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Innovia Wealth from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$3.3B
Total Clients
3,978
Filing Date
April 2, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Innovia Wealth across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Innovia Wealth?

Innovia Wealth is a wealth manager based in Grand Rapids, United States, managing approximately $2.4B in assets.

Where is Innovia Wealth headquartered?

Innovia Wealth is headquartered in Grand Rapids, United States.

How much does Innovia Wealth manage?

Innovia Wealth manages approximately $2.4B in assets under management.

When was Innovia Wealth founded?

Innovia Wealth was founded in 2007.

What does Innovia Wealth invest in?

Innovia Wealth focuses on Buyout.

How can I contact Innovia Wealth?

Verified contact details, key decision-makers, and investment preferences for Innovia Wealth are available on LPbacked. Create a free account to access them.