Innova Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$277,142,495
Clients
508
Advisors
6
of 6 employees
About
Innova Wealth Partners provides discretionary portfolio management, financial planning, pension consulting, and paid educational retirement courses to individuals (including high‑net‑worth clients), trusts, pension plan participants, and businesses; the firm’s brochure reports approximately $284 million in discretionary assets under management and an account minimum of $100,000 that may be waived. Portfolios are constructed using ETFs, mutual funds and other securities across equities, fixed income, currencies and real assets.
The firm documents client‑specific Investment Policy Statements and implements strategies informed by fundamental, technical and cyclical analysis, employing both long‑ and short‑term trading under discretionary authority. IWP also discloses its use of sub‑advisors — including a Vanguard personalized indexing manager for equity mandates and Syntheticfi LLC for a box‑spread option strategy — and monitors associated risks such as leverage, derivatives and margin.
Notable distinctions in the brochure include disclosure that the firm uses endorsements and advertises third‑party ratings in its marketing, and that it offers educational seminars and low‑cost courses to clients and the public. The firm also explicitly describes using derivatives and borrowing within separately managed arrangements (via the Syntheticfi box‑spread approach) as an alternative to traditional margin or securities‑based lending, and discloses the attendant risks.
Client services
Expertise
Fee options
Financial Planning one-time flat fee $500 - $10,000
Up to 2.00% annualized, negotiable depending on client needs and complexity
Certain IWP representatives are licensed insurance agents and earn commissions on insurance products sold, separate from advisory fees
Account minimum: $100,000 (may be waived) Fee-only: Financial Planning flat fees $500 - $10,000 depending on complexity; ongoing consulting $1,000 - $2,000 per month
Main office
12 Terry Drive, Suite 203
Newtown PA 18940
Advisors at this office
6
Most active in
California · Colorado · Delaware · Florida · Maryland · Massachusetts · Michigan · New Jersey · New York · Pennsylvania · Texas · Virginia
Also doing business as
Foster, Ian · Innova Wealth Partners, LLC · Seckel Capital Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
William B
Series 63, Series 65
Newtown, PA
Innova Wealth Partners, LLC
William Bromley is a financial advisor with Innova Wealth Partners, LLC in Newtown, PA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Innova Wealth Partners since 2013. In addition to his advisory role, Mr. Bromley is a licensed insurance agent with Innova Settlement Services, LLC and occasionally offers clients insurance products. Innova Wealth Partners provides discretionary portfolio management, financial planning, pension consulting, and educational retirement courses to individuals, trusts, pension plan participants, and businesses. The firm manages approximately $284 million in discretionary assets, constructing portfolios using ETFs, mutual funds, and other securities, and employs both long- and short-term trading strategies supported by fundamental, technical, and cyclical analysis.
Kyle B
Series 65
Newtown, PA
Innova Wealth Partners, LLC
Kyle Bruner is a financial advisor at Innova Wealth Partners, LLC with one year of industry experience. Prior to joining Innova, he worked at Mary Beaver White Building and On The Level Construction, LLC. He also has a background in education, having worked at Dallastown Area High School. Innova Wealth Partners provides discretionary portfolio management, financial planning, pension consulting, and educational retirement courses to individuals, trusts, pension plan participants, and businesses. The firm manages approximately $284 million in discretionary assets, constructing portfolios with ETFs, mutual funds, and other securities across various asset classes while employing fundamental, technical, and cyclical analysis.
Ian F
Series 65
Newtown, PA
Innova Wealth Partners, LLC
Ian Foster is a financial advisor at Innova Wealth Partners, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Innova Wealth Partners since 2013. In addition to his advisory role, Foster is a licensed insurance agent with Innova Settlement Services, LLC and occasionally offers related products to clients. Innova Wealth Partners provides discretionary portfolio management and pension consulting to individuals, trusts, pension plan participants, and businesses. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes and incorporates third-party sub-advisory and held-away account services as part of its investment approach.
Stephen S
Series 63, Series 65
Newtown, PA
Innova Wealth Partners, LLC
Stephen Schmidt is a financial advisor with Innova Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Innova Wealth Partners since 2013. In addition to his advisory role, Mr. Schmidt is a licensed insurance agent with Innova Settlement Services, LLC, through which he occasionally offers clients insurance products. Innova Wealth Partners provides discretionary portfolio management and pension consulting services to individuals, trusts, pension plan participants, and businesses. The firm employs a diversified investment approach using ETFs, mutual funds, and other securities across multiple asset classes, alongside fee-based educational retirement courses and workshops.
Jonathan I
CFP®, Series 66
Newtown, PA
Innova Wealth Partners, LLC
Jonathan Inzero is a CFP® with 13 years of industry experience, currently serving as an advisor at Innova Wealth Partners, LLC since 2015. He holds a Series 66 license and is also a licensed insurance agent with Innova Settlement Services, LLC, through which he occasionally offers commissionable insurance products. Innova Wealth Partners, LLC provides discretionary portfolio management and pension consulting to individuals, trusts, pension plan participants, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis across various asset classes and offers fee-based educational retirement courses and workshops.
John O
Newtown, PA
Innova Wealth Partners, LLC
John Orobono Jr. is a financial advisor at Innova Wealth Partners, LLC with one year of industry experience. His prior work includes roles at Ten Holdings Inc, G2 Startup Advisors LLC, and Danis Auto (Gettacar). Innova Wealth Partners provides discretionary portfolio management and pension consulting to individuals, trusts, pension plan participants, and businesses. The firm uses a combination of fundamental, technical, and cyclical analysis, managing portfolios across various asset classes and employing both long- and short-term trading strategies.
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