Bank / Wealth / TrustRIA · CRD 146344SEC-Registered

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Innovation Partners

Founded in 2007, Innovation Partners is a Michigan-based wealth management firm that serves a client base including high net worth individuals, pension plans,...

Innovation Partners logo

Innovation Partners

Founded in 2007, Innovation Partners is a Michigan-based wealth management firm that serves a client base including high net worth individuals, pension plans, and businesses. The firm's advisory scope covers estate planning, retirement planning, and general asset allocation. Innovation Partners' investment strategy and specific asset-class mix are not detailed in publicly available sources. The firm does not disclose its direct investments, fund commitments, or granular geographic footprint beyond its United States headquarters. The firm operates from a single confirmed location in Shelby Township. Innovation Partners does not publicly disclose its total assets under management, total deployment, team size, or any affiliated philanthropic or investment vehicles. Innovation Partners maintains a limited public profile with no known structural differentiator — such as a unique sourcing model, co-investment club, or succession structure — observable from publicly available records or its own corporate disclosures.

General information

Firm type

Bank / Wealth / Trust

Year founded

2007

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Shelby Township

Corporate office

Shelby Township, MI, United States

Frequently asked questions

Who runs investment decisions at Innovation Partners?

Innovation Partners does not publicly identify its principals, investment committee members, or key decision-makers. The firm's limited online presence provides no names or professional backgrounds of its leadership.

What investment strategies does Innovation Partners employ?

Public materials reference broad advisory services — estate planning, retirement planning, and asset allocation — but do not detail specific investment strategies, asset-class preferences, or portfolio construction methodology.

Does Innovation Partners disclose its assets under management?

No. Innovation Partners does not publish an AUM figure. No verifiable estimate is available from regulatory filings or credible third-party sources.

Is Innovation Partners a single family office or a traditional wealth manager?

Innovation Partners is structured as a wealth manager, not a single family office. It serves external clients including individuals, high net worth individuals, pension plans, and businesses, rather than managing capital for one founding family.

Does Innovation Partners participate in fund commitments or only direct advisory relationships?

Public information does not specify whether the firm makes fund commitments, direct investments, or limits its activity to advisory relationships. Its known services are described at the level of estate and retirement planning.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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