A complete list of active advisors currently associated with Innova Wealth Partners, LLC

Warmer can help you find a great advisor at Innova Wealth Partners, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Innova Wealth Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.