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

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

Innovia Wealth primarily serves high‑net‑worth individuals, business owners, institutional clients, and retirement plans, offering discretionary investment management, comprehensive financial planning, retirement-plan fiduciary services, and family office support. The firm manages client accounts held at third‑party custodians and also sponsors and manages pooled private investment vehicles and white‑labeled private equity offerings. Portfolios are tailored using a blend of fundamental, technical, quantitative, and efficient‑market analysis, and Innovia employs subadvisers and third‑party research (for example, Cornerstone) to implement and monitor strategies. The firm provides access to private market investments through affiliated structures such as Innovia Private Holdings and the GLASFunds platform, and may allocate to feeder/master fund structures where appropriate for client objectives. What distinguishes Innovia from many peers is its active role in private fund management and pooled vehicle administration, including affiliated fund and general‑partner relationships that the firm discloses as creating potential conflicts of interest. The firm also maintains an insurance affiliation (Thomas Brady) with commission sharing on certain insurance sales, compensates promoters for client referrals and uses testimonials/endorsements, and offers family office services (including bill‑paying and standing letters of authorization), all of which it says are governed by disclosure and compliance controls.

To learn more about the advisors currently working at Innovia Wealth, 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.