STRATEGIES WEALTH ADVISORS, LLC
Legal name: INNOVIA WEALTH, LLC
CRD #289913 SEC #801-112177 GRAND RAPIDS, MI 616-719-5007
SEC Registered Private Funds
Total AUM
$2.4B
Discretionary
$2.1B
Employees
30
Clients
--
Accounts
3,295
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2.4B | $2.1B | $317.9M | 30 | 0 |
| Aug 2025 | $2.4B | $2.1B | $317.9M | 30 | 0 |
| May 2025 | $2.4B | $2.1B | $317.9M | 30 | 0 |
| May 2025 | $2.4B | $2.1B | $317.9M | 30 | 0 |
| Mar 2025 | $2.4B | $2.1B | $317.9M | 30 | 0 |
| Jan 2025 | $2.2B | $1.9B | $292.3M | 26 | 0 |
| Sep 2024 | $2.2B | $1.9B | $292.3M | 26 | 0 |
| Mar 2024 | $2B | $1.7B | $318.3M | 26 | 0 |
| Mar 2024 | $2B | $1.7B | $318.3M | 26 | 0 |
| Oct 2023 | $1.4B | $1.2B | $171.3M | 23 | 0 |
| Mar 2023 | $1.4B | $1.2B | $171.3M | 23 | 0 |
| Mar 2023 | $1.4B | $1.2B | $171.3M | 23 | 0 |
| Feb 2023 | $1.4B | $1.3B | $191.5M | 23 | 0 |
| May 2022 | $1.3B | $1.1B | $204.9M | 14 | 82 |
| Mar 2022 | $1.3B | $1.1B | $204.9M | 14 | 82 |
| Mar 2021 | $720M | $627M | $93M | 15 | 86 |
| Oct 2020 | $297.4M | $297.4M | $0 | 10 | 0 |
| Jul 2020 | $297.4M | $297.4M | $0 | 10 | 0 |
| Jul 2020 | $297.4M | $297.4M | $0 | 10 | 0 |
| Jul 2020 | $297.4M | $297.4M | $0 | 10 | 0 |
| Jun 2020 | $297.4M | $297.4M | $0 | 10 | 0 |
| Apr 2020 | $297.4M | $297.4M | $0 | 10 | 0 |
| Jan 2020 | $106.8M | $106.8M | $0 | 10 | 0 |
| Jan 2020 | $106.8M | $106.8M | $0 | 10 | 0 |
| Jan 2020 | $106.8M | $106.8M | $0 | 10 | 0 |
| Oct 2019 | $106.8M | $106.8M | $0 | 5 | 0 |
| Apr 2019 | $106.8M | $106.8M | $0 | 5 | 0 |
| Mar 2019 | $106.8M | $106.8M | $0 | 5 | 0 |
| May 2018 | $102.7M | $102.7M | $0 | 4 | 0 |
| Apr 2018 | $0 | $0 | $0 | 4 | 0 |
| Nov 2017 | $0 | $0 | $0 | 4 | 0 |
DateDec 2025
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$317.9M
Employees30
Clients0
DateAug 2025
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$317.9M
Employees30
Clients0
DateMay 2025
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$317.9M
Employees30
Clients0
DateMay 2025
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$317.9M
Employees30
Clients0
DateMar 2025
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$317.9M
Employees30
Clients0
DateJan 2025
Total AUM$2.2B
Discretionary$1.9B
Non-Disc.$292.3M
Employees26
Clients0
DateSep 2024
Total AUM$2.2B
Discretionary$1.9B
Non-Disc.$292.3M
Employees26
Clients0
DateMar 2024
Total AUM$2B
Discretionary$1.7B
Non-Disc.$318.3M
Employees26
Clients0
DateMar 2024
Total AUM$2B
Discretionary$1.7B
Non-Disc.$318.3M
Employees26
Clients0
DateOct 2023
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$171.3M
Employees23
Clients0
DateMar 2023
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$171.3M
Employees23
Clients0
DateMar 2023
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$171.3M
Employees23
Clients0
DateFeb 2023
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$191.5M
Employees23
Clients0
DateMay 2022
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$204.9M
Employees14
Clients82
DateMar 2022
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$204.9M
Employees14
Clients82
DateMar 2021
Total AUM$720M
Discretionary$627M
Non-Disc.$93M
Employees15
Clients86
DateOct 2020
Total AUM$297.4M
Discretionary$297.4M
Non-Disc.$0
Employees10
Clients0
DateJul 2020
Total AUM$297.4M
Discretionary$297.4M
Non-Disc.$0
Employees10
Clients0
DateJul 2020
Total AUM$297.4M
Discretionary$297.4M
Non-Disc.$0
Employees10
Clients0
DateJul 2020
Total AUM$297.4M
Discretionary$297.4M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$297.4M
Discretionary$297.4M
Non-Disc.$0
Employees10
Clients0
DateApr 2020
Total AUM$297.4M
Discretionary$297.4M
Non-Disc.$0
Employees10
Clients0
DateJan 2020
Total AUM$106.8M
Discretionary$106.8M
Non-Disc.$0
Employees10
Clients0
DateJan 2020
Total AUM$106.8M
Discretionary$106.8M
Non-Disc.$0
Employees10
Clients0
DateJan 2020
Total AUM$106.8M
Discretionary$106.8M
Non-Disc.$0
Employees10
Clients0
DateOct 2019
Total AUM$106.8M
Discretionary$106.8M
Non-Disc.$0
Employees5
Clients0
DateApr 2019
Total AUM$106.8M
Discretionary$106.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$106.8M
Discretionary$106.8M
Non-Disc.$0
Employees5
Clients0
DateMay 2018
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees4
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0