INNOVA WEALTH PARTNERS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $288.2M |
| Discretionary | $284.3M99% of AUM |
| Non-Discretionary | $3.9M |
| Client Accounts | 521 |
| Avg Account Size | $553K |
| Employees | 6 |
| Peak AUM | $288.2MFeb 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $288M | +26.3% | +21.5% | +16.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $288.2M |
| Discretionary | $284.3M |
| Employees | 6 |
| Client Accounts | 521 |
| Client Range | 51-100 |
Contact & Location
Address
12 TERRY DRIVE
NEWTOWN PA 18940
Phone
(888) 270-1574
Filing History
44 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$284M
98.7% of AUM
Non-Discretionary
$4M
1.3% of AUM
Disc. mix ▲ 1.9pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Pension Consultant