Innova Wealth Partners, LLC
● SEC registered since 2020CRD 168500SEC# 801-117798Newtown, PA
Reg. AUM
$288.2M
Employees
6
Accounts
521
Location
Newtown, PA
Innova Wealth Partners, LLC assets under management
Innova Wealth Partners, LLC is an SEC-registered investment adviser based in Newtown, PA. The firm has been registered since 2020. It reports $288.2 million in regulatory assets under management and employs 6 people.
Innova Wealth Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ian Andrew Foster Control | Managing Member | 50-75% | 2013 |
| William Haywood Bromley Control | Chief Compliance Officer | 50-75% | 2015 |
Frequently asked questions
How much does Innova Wealth Partners, LLC manage?
Innova Wealth Partners, LLC reports $288.2 million in regulatory assets under management on its Form ADV.
How many employees does Innova Wealth Partners, LLC have?
Innova Wealth Partners, LLC reports 6 employees.
Where is Innova Wealth Partners, LLC located?
Innova Wealth Partners, LLC is based in Newtown, PA and has been SEC-registered since 2020.
Does Innova Wealth Partners, LLC disclose fund performance?
Innova Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12 Terry Drive, Suite 203, Newtown, PA 18940 |
| Phone | (888) 270-1574 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$288.2M▲ 26%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$288.2Mregulatory AUM
Discretionary $284.3MNon-discretionary $3.9M