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 and financial planning to individuals (including high‑net‑worth clients), trusts, pension plan participants, and businesses. Its services include managed portfolios built from ETFs, mutual funds and other securities across equities, fixed income, currencies, and hard assets, along with pension consulting and sub‑advisory arrangements.
As a fiduciary, the firm develops an Investment Policy Statement for each client and implements strategies using fundamental, technical, and cyclical analysis, employing both long‑ and short‑term trading as appropriate. The firm frequently engages specialized sub‑advisors — including a personalized indexing manager and a third‑party that implements a box‑spread option strategy as an alternative to traditional margin borrowing — while retaining discretionary trading authority and ongoing oversight.
The brochure discloses that the firm compensates solicitors for client referrals and provides required disclosure documents to referred clients, and that it operates paid educational courses and retirement workshops, practices that are less common among comparable team firms. It also explicitly documents the use of derivatives and borrowing‑related techniques through sub‑advisors, which distinguishes its implementation options from many peers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning flat fees range from $500 to $10,000 depending on complexity
Up to 2.00% annually, negotiable depending on client needs and complexity
Ongoing consulting at $1,000 to $2,000 per month, billed in arrears
Account minimum: $100,000 (may be waived)
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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 designations 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, through which he occasionally offers insurance products to clients. Innova Wealth Partners provides discretionary portfolio management and financial planning for individuals, trusts, pension plan participants, and businesses. The firm employs a range of investment strategies across multiple asset classes and frequently utilizes specialized sub-advisors, maintaining discretionary trading authority and ongoing oversight.
Kyle B
Series 65
Newtown, PA
Innova Wealth Partners, LLC
Kyle Bruner is a financial advisor with Innova Wealth Partners, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Innova Wealth Partners, he worked at Mary Beaver White Building and On The Level Construction, LLC. Innova Wealth Partners provides discretionary portfolio management and financial planning services to individuals, trusts, pension plan participants, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis in managing portfolios that include ETFs, mutual funds, and other securities, frequently engaging specialized sub-advisors for personalized indexing and alternative option strategies.
Ian F
Series 65
Newtown, PA
Innova Wealth Partners, LLC
Ian Foster is a Series 65-licensed advisor with Innova Wealth Partners, LLC, based in Newtown, PA, where he has worked since 2013. He has 13 years of industry experience. Foster is also a licensed insurance agent with Innova Settlement Services, LLC and occasionally offers related products to clients. Innova Wealth Partners provides discretionary portfolio management and financial planning to individuals, trusts, pension plan participants, and businesses. The firm employs a variety of strategies including fundamental, technical, and cyclical analysis, often using specialized sub-advisors and advanced techniques such as derivatives and box-spread option strategies.
Stephen S
Series 63, Series 65
Newtown, PA
Innova Wealth Partners, LLC
Stephen Schmidt is a financial advisor at Innova Wealth Partners, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Innova Wealth Partners since 2013. Schmidt is also 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 financial planning to individuals, trusts, pension plan participants, and businesses. The firm employs a range of investment strategies, including the use of specialized sub-advisors and derivatives, and offers educational courses and retirement workshops as part of its client services.
Jonathan I
CFP®, Series 66
Newtown, PA
Innova Wealth Partners, LLC
Jonathan Inzero is a CFP® professional with 13 years of industry experience, currently serving 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 clients insurance products. Innova Wealth Partners provides discretionary portfolio management and financial planning services to individuals, trusts, pension plan participants, and businesses. The firm employs fundamental, technical, and cyclical analysis to implement investment strategies and frequently utilizes specialized sub-advisors while maintaining discretionary trading authority and ongoing oversight.
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 financial planning to individuals, trusts, pension plan participants, and businesses. The firm uses a combination of fundamental, technical, and cyclical analysis and frequently employs specialized sub-advisors while maintaining discretionary trading authority and ongoing oversight.
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