INNOVA WEALTH PARTNERS, LLC
CRD #168500 SEC #801-117798 NEWTOWN, PA (888) 270-1574
SEC Registered
Total AUM
$228.2M
Discretionary
$220.7M
Employees
4
Clients
26
Accounts
1,197
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $228.2M | $220.7M | $7.5M | 4 | 6 |
| Mar 2024 | $178.4M | $172M | $6.4M | 4 | 10 |
| Mar 2023 | $163.4M | $157.2M | $6.2M | 5 | 2 |
| Jan 2022 | $177.5M | $172.5M | $4.9M | 5 | 4 |
| Jan 2022 | $177.5M | $172.5M | $4.9M | 5 | 4 |
| Jul 2021 | $134.7M | $134.4M | $221.5K | 5 | 3 |
| Apr 2021 | $134.7M | $134.4M | $221.5K | 5 | 3 |
| Mar 2021 | $134.7M | $134.4M | $221.5K | 5 | 3 |
| Feb 2021 | $134.7M | $134.4M | $221.5K | 5 | 3 |
| Jan 2021 | $134.7M | $134.4M | $221.5K | 5 | 3 |
| Jan 2021 | $134.7M | $134.4M | $221.5K | 5 | 3 |
| May 2020 | $107.9M | $107.9M | $0 | 5 | 0 |
| May 2020 | $107.9M | $107.9M | $0 | 5 | 0 |
| Jan 2020 | $107.9M | $107.9M | $0 | 5 | 0 |
| Jan 2020 | $102.7M | $102.7M | $0 | 5 | 1 |
| Jan 2020 | $102.7M | $102.7M | $0 | 5 | 1 |
| Nov 2019 | $102.7M | $102.7M | $0 | 6 | 1 |
| Nov 2019 | $102.7M | $102.7M | $0 | 6 | 1 |
| Jun 2014 | $52.3M | $52.3M | $0 | 4 | 184 |
| Jun 2014 | $52.3M | $52.3M | $0 | 4 | 184 |
| May 2014 | $52.3M | $52.3M | $0 | 4 | 184 |
| May 2014 | $52.3M | $52.3M | $0 | 4 | 184 |
| May 2014 | $52.3M | $52.3M | $0 | 4 | 184 |
| Apr 2014 | $52.3M | $52.3M | $0 | 4 | 184 |
| Apr 2014 | $52.3M | $52.3M | $0 | 4 | 184 |
| Mar 2014 | $52.3M | $52.3M | $0 | 4 | 184 |
| Mar 2014 | $30M | $30M | $0 | 4 | 140 |
| Mar 2014 | $30M | $30M | $0 | 4 | 140 |
| Jan 2014 | $30M | $30M | $0 | 4 | 140 |
| Jan 2014 | $30M | $30M | $0 | 4 | 140 |
| Dec 2013 | $30M | $30M | $0 | 4 | 140 |
| Nov 2013 | $30M | $30M | $0 | 4 | 140 |
| Oct 2013 | $30M | $30M | $0 | 4 | 140 |
| Oct 2013 | $30M | $30M | $0 | 4 | 140 |
| Aug 2013 | $0 | $0 | $0 | 3 | 0 |
| Aug 2013 | $0 | $0 | $0 | 3 | 0 |
| Jul 2013 | $0 | $0 | $0 | 3 | 0 |
| Jul 2013 | $0 | $0 | $0 | 3 | 0 |
DateFeb 2025
Total AUM$228.2M
Discretionary$220.7M
Non-Disc.$7.5M
Employees4
Clients6
DateMar 2024
Total AUM$178.4M
Discretionary$172M
Non-Disc.$6.4M
Employees4
Clients10
DateMar 2023
Total AUM$163.4M
Discretionary$157.2M
Non-Disc.$6.2M
Employees5
Clients2
DateJan 2022
Total AUM$177.5M
Discretionary$172.5M
Non-Disc.$4.9M
Employees5
Clients4
DateJan 2022
Total AUM$177.5M
Discretionary$172.5M
Non-Disc.$4.9M
Employees5
Clients4
DateJul 2021
Total AUM$134.7M
Discretionary$134.4M
Non-Disc.$221.5K
Employees5
Clients3
DateApr 2021
Total AUM$134.7M
Discretionary$134.4M
Non-Disc.$221.5K
Employees5
Clients3
DateMar 2021
Total AUM$134.7M
Discretionary$134.4M
Non-Disc.$221.5K
Employees5
Clients3
DateFeb 2021
Total AUM$134.7M
Discretionary$134.4M
Non-Disc.$221.5K
Employees5
Clients3
DateJan 2021
Total AUM$134.7M
Discretionary$134.4M
Non-Disc.$221.5K
Employees5
Clients3
DateJan 2021
Total AUM$134.7M
Discretionary$134.4M
Non-Disc.$221.5K
Employees5
Clients3
DateMay 2020
Total AUM$107.9M
Discretionary$107.9M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$107.9M
Discretionary$107.9M
Non-Disc.$0
Employees5
Clients0
DateJan 2020
Total AUM$107.9M
Discretionary$107.9M
Non-Disc.$0
Employees5
Clients0
DateJan 2020
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees5
Clients1
DateJan 2020
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees5
Clients1
DateNov 2019
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees6
Clients1
DateNov 2019
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees6
Clients1
DateJun 2014
Total AUM$52.3M
Discretionary$52.3M
Non-Disc.$0
Employees4
Clients184
DateJun 2014
Total AUM$52.3M
Discretionary$52.3M
Non-Disc.$0
Employees4
Clients184
DateMay 2014
Total AUM$52.3M
Discretionary$52.3M
Non-Disc.$0
Employees4
Clients184
DateMay 2014
Total AUM$52.3M
Discretionary$52.3M
Non-Disc.$0
Employees4
Clients184
DateMay 2014
Total AUM$52.3M
Discretionary$52.3M
Non-Disc.$0
Employees4
Clients184
DateApr 2014
Total AUM$52.3M
Discretionary$52.3M
Non-Disc.$0
Employees4
Clients184
DateApr 2014
Total AUM$52.3M
Discretionary$52.3M
Non-Disc.$0
Employees4
Clients184
DateMar 2014
Total AUM$52.3M
Discretionary$52.3M
Non-Disc.$0
Employees4
Clients184
DateMar 2014
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees4
Clients140
DateMar 2014
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees4
Clients140
DateJan 2014
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees4
Clients140
DateJan 2014
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees4
Clients140
DateDec 2013
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees4
Clients140
DateNov 2013
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees4
Clients140
DateOct 2013
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees4
Clients140
DateOct 2013
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees4
Clients140
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0