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Innova Wealth Partners, LLC

● SEC registered since 2020CRD 168500SEC# 801-117798Newtown, PA
Export (members)
Reg. AUM
$228.2M
Employees
4
Accounts
1,197
Location
Newtown, PA

Innova Wealth Partners, LLC assets under management

Innova Wealth Partners, LLC is an SEC-registered investment adviser based in Newtown, PA. The firm has been registered since 2020. It reports $228.2 million in regulatory assets under management and employs 4 people.
www.myinnovawealth.comView on SEC.gov ↗

Innova Wealth Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Ian Andrew Foster ControlManaging Member50-75%2013
William Haywood Bromley ControlChief Compliance Officer50-75%2015

Frequently asked questions

How much does Innova Wealth Partners, LLC manage?

Innova Wealth Partners, LLC reports $228.2 million in regulatory assets under management on its Form ADV.

How many employees does Innova Wealth Partners, LLC have?

Innova Wealth Partners, LLC reports 4 employees.

Where is Innova Wealth Partners, LLC located?

Innova Wealth Partners, LLC is based in Newtown, PA and has been SEC-registered since 2020.

Does Innova Wealth Partners, LLC disclose fund performance?

Innova Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12 Terry Drive, Suite 203, Newtown, PA 18940
Phone(888) 270-1574
Office hours9:00 a.m. - 6:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$220.7M
Non-discretionary$7.5M
Total (RAUM)$228.2M