# Innovia Wealth

Innovia Wealth is a Bank / Wealth / Trust based in Grand Rapids, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Grand Rapids, United States
- **Region:** North America
- **Address:** Grand Rapids, MI, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** innoviawealth.com
- **LinkedIn:** https://www.linkedin.com/company/innovia-wealth

## Regulatory record

- **CRD number:** 289913
- **SEC file number:** 801-112177
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-02T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289913

## About

Innovia Wealth was established in 2007 in Grand Rapids, Michigan. The firm delivers wealth management services to a client base that includes high-net-worth families, individuals, charitable organizations, and corporations. Its foundational offering centers on integrated financial planning paired with discretionary portfolio management — a model designed to align investment strategy with long-term family balance sheets rather than product distribution. The firm constructs portfolios across public equities, fixed income, and alternative investments, applying a planning-first framework that typically incorporates retirement modeling, tax-aware asset location, and multi-generational trust structures. While specific portfolio companies or fund commitments are not publicly itemized, the approach reflects a Midwestern fiduciary ethos — direct client relationships, in-house research, and a measured allocation style that emphasizes capital preservation alongside growth. Headquartered in Michigan, Innovia Wealth primarily serves clients across the Midwestern United States. The firm competes in a crowded regional RIA landscape where scale often determines access to institutional-caliber alternative investments. Without disclosed team headcount, AUM, or recent operational milestones on the public record, its competitive positioning relies on the depth of individual advisor relationships and the breadth of in-house planning capabilities. A structural differentiator emerges from the firm's charter: its dual capacity as both a fiduciary planner and a discretionary asset manager. Unlike practices that outsource investment management to third-party platforms, Innovia's integrated model keeps planning and portfolio construction under one roof — a configuration that appeals to families seeking a single point of accountability across their full financial picture.

## Questions

### What investment philosophy does Innovia Wealth follow?

Innovia Wealth employs a planning-first philosophy where investment management serves the broader financial plan rather than operating as a standalone product. The firm builds portfolios across public equities, fixed income, and alternative investments with an emphasis on tax-aware asset location and long-term capital preservation. This approach aligns with the needs of its core clientele — high-net-worth families and charitable organizations seeking multi-generational continuity.

## Related profiles

- [Innovative Wealth Building](https://altss.com/profile/innovative-wealth-building)
- [Inoac Pension Fund](https://altss.com/profile/inoac-pension-fund)

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

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