# iNNOVA Wealth Partners

iNNOVA Wealth Partners is a Bank / Wealth / Trust based in Newtown, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Newtown, United States
- **Region:** North America
- **Address:** Newtown, PA, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** innovawealthpartners.com
- **LinkedIn:** https://www.linkedin.com/company/innovawealth

## Regulatory record

- **CRD number:** 168500
- **SEC file number:** 801-117798
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168500

## About

iNNOVA Wealth Partners is an SEC-registered investment adviser in NEWTOWN, PA, registered since 2020. The firm manages $288 million in assets, with $284 million on a discretionary basis. It has 6 employees and 6 investment advisers.

## Sectors

- Wealth Management

## Questions

### Is iNNOVA Wealth Partners a fiduciary?

As a registered investment advisor (RIA), iNNOVA Wealth Partners operates under a fiduciary standard, which legally requires it to place client interests ahead of its own. This separates the firm from broker-dealer models that are held only to a suitability standard. The fiduciary duty extends across all advisory services, including financial planning and investment management.

### How does iNNOVA source its investment products?

The firm maintains an open-architecture platform, meaning it is not restricted to any single fund family or proprietary product. Advisors select from a broad universe of ETFs, mutual funds, and alternative investment structures based on each client's specific allocation targets. This model avoids the conflicts of interest present in firms that manufacture and distribute their own investment products.

### What type of client does iNNOVA Wealth Partners typically serve?

The firm focuses on high-net-worth individuals and families, often including business owners, corporate executives, and retirees concentrated in the greater Philadelphia and New Jersey region. Services are structured around multi-generational planning, including estate and tax strategy coordinated with external CPAs and attorneys. Portfolios are normally managed on a discretionary basis against a customized investment policy statement.

## Related profiles

- [Innova](https://altss.com/profile/innova)
- [Innovation and Development Andalucía](https://altss.com/profile/innovation-and-development-andaluc-a)

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Last updated: 2026-06-03T20:00:00.000Z

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