DBA: INNOVIA WEALTH, LLC
| Total AUM | $3.29B |
| Discretionary | $3.12B95% of AUM |
| Non-Discretionary | $165.0M |
| Client Accounts | 3,978 |
| Avg Account Size | $827K |
| Employees | 31 |
| Peak AUM | $3.29BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.3B | +35.3% | +31.5% | +34.8% | |
| Discretionary AUM | |||||
| Total AUM | $3.29B |
| Discretionary | $3.12B |
| Employees | 31 |
| Client Accounts | 3978 |
| Client Range | More than 500 |
Address
171 MONROE AVE. NW
GRAND RAPIDS MI 49503
Phone
616-719-5007
Filing History
36 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$3.1B
95.0% of AUM
Non-Discretionary
$165M
5.0% of AUM
Disc. mix ▲ 8.1pp vs 1 year ago
Custody
Total AUM
$3.3B
| $3.1B |
| +47.8% |
| +34.8% |
| +37.2% |
| Non-Disc. AUM | $165M | 48.1% | 1.2% | +11.9% |
| Total Accounts | 4k | +20.7% | +19.6% | +21.9% |
| Avg Account Size | $826,661.41 | +12.1% | +9.9% | +10.6% |
| Employees | 31 | +3.3% | +10.2% | +15.4% |
| AUM / Employee | $106M | +30.9% | +19.3% | +16.9% |
Client AUM Segments | |||||
| Wealth AUM | $2.8B | +38.5% | +26.6% | +36.4% | |
| Institutional AUM | $478M | +19.1% | +98.6% | +27.4% | |
Client Count Segments | |||||
| HNW Clients | 368 | +6.1% | +26.8% | +10.2% | |
| Institutional | 77 | 4.9% | +63.2% | +11.1% | |
| Individuals | 359 | +11.5% | +3.7% | +24.9% | |