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

Clients

Accounts

3,295

Firm Details

Organization Type: Limited Liability Company
State of Formation: Michigan
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Dec 2, 2025
Branch Offices: 2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING DIRECTOR	NA	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING DIRECTOR	NA	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING DIRECTOR	NA	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING DIRECTOR	NA	Control
Blanton, Bobbi Jo, Marie	I	CCO AND COO	NA	Control
Blanton, Bobbi Jo, Marie	I	CCO AND COO	NA	Control
Blanton, Bobbi Jo, Marie	I	CCO AND COO	NA	Control
Blanton, Bobbi Jo, Marie	I	CCO AND COO	NA	Control
Blanton, Bobbi Jo, Marie	I	CCO AND COO	NA	Control
Blanton, Bobbi Jo, Marie	I	CCO AND COO	NA	Control
Blanton, Bobbi Jo, Marie	I	CCO AND COO	NA	Control
DOTINGA, LEAH, M	I	CHIEF COMPLIANCE OFFICER	NA
DOTINGA, LEAH, M	I	CHIEF COMPLIANCE OFFICER	NA
Ghafari, Mark, Georges	I	PARTNER	NA
Ghafari, Mark, Georges	I	PARTNER	NA
Ghafari, Mark, Georges	I	PARTNER	NA
Ghafari, Mark, Georges	I	PARTNER	NA
SPAIN, STACY, ANNELLIS	I	CCO	NA	Control
SPAIN, STACY, ANNELLIS	I	CCO	NA	Control
SPAIN, STACY, ANNELLIS	I	CCO	NA	Control
SPAIN, STACY, ANNELLIS	I	CCO	NA	Control
SPAIN, STACY, ANNELLIS	I	CCO	NA	Control
SPAIN, STACY, ANNELLIS	I	CCO	NA	Control
VANDE GUCHTE, JOHN, EDWARD	I	INVESTMENT ADVISER REPRESENTATIVE	NA
VANDE GUCHTE, JOHN, EDWARD	I	INVESTMENT ADVISER REPRESENTATIVE	NA
VANDE GUCHTE, JOHN, EDWARD	I	INVESTMENT ADVISER REPRESENTATIVE	NA
VANDE GUCHTE, JOHN, EDWARD	I	MEMBER	NA
VANDE GUCHTE, JOHN, EDWARD	I	MEMBER	NA
VANDE GUCHTE, JOHN, EDWARD	I	MEMBER	NA
VANDE GUCHTE, JOHN, EDWARD	I	MEMBER	NA
VANDE GUCHTE, JOHN, EDWARD	I	MEMBER	NA
VANDE GUCHTE, JOHN, EDWARD	I	MEMBER	NA
VANDE GUCHTE, JOHN, EDWARD	I	MEMBER	NA
VANDE GUCHTE, JOHN, EDWARD	I	MEMBER	NA
VANDE GUCHTE, JOHN, EDWARD	I	MEMBER	NA
VANDE GUCHTE, JOHN, EDWARD	I	PARTNER	NA
VANDE GUCHTE, JOHN, EDWARD	I	PARTNER	NA
VANDE GUCHTE, JOHN, EDWARD	I	PARTNER	NA
VANDE GUCHTE, JOHN, EDWARD	I	PARTNER	NA
VELDHEER, AARON, J	I	MANAGING DIRECTOR	NA	Control
VELDHEER, AARON, J	I	MANAGING DIRECTOR	NA	Control
VELDHEER, AARON, J	I	MANAGING DIRECTOR	NA	Control
VELDHEER, AARON, J	I	MANAGING DIRECTOR	NA	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING MEMBER/SHAREHOLDER/CCO	E	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING MEMBER/SHAREHOLDER/CCO	E	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING MEMBER/SHAREHOLDER/CCO	E	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING MEMBER/SHAREHOLDER/CCO	E	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING MEMBER/SHAREHOLDER/CCO	E	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING MEMBER/SHAREHOLDER	E	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING MEMBER/SHAREHOLDER	E	Control
INNOVIA WEALTH HOLDINGS, LLC	DE	HOLDING COMPANY/DIRECT OWNER	E
INNOVIA WEALTH HOLDINGS, LLC	DE	HOLDING COMPANY/DIRECT OWNER	E
INNOVIA WEALTH HOLDINGS, LLC	DE	HOLDING COMPANY/DIRECT OWNER	E
INNOVIA WEALTH HOLDINGS, LLC	DE	HOLDING COMPANY/DIRECT OWNER	E
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING MEMBER/IAR	C	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING MEMBER/IAR	C	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING MEMBER/SHAREHOLDER	C	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING MEMBER	C	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING MEMBER	C	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING MEMBER	C	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING MEMBER	C	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING MEMBER	C	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING MEMBER	C	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING MEMBER	C	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING MEMBER	C	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING MEMBER	C	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING MEMBER	C	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING MEMBER	C	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING MEMBER	C	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING MEMBER	C	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING MEMBER	C	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING MEMBER	C	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING MEMBER	C	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING MEMBER	C	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING MEMBER	C	Control
BERKEMEIER, MICHAEL, THOMAS	I	MANAGING MEMBER	C	Control
VELDHEER, AARON, J	I	MANAGING MEMBER / IAR	C	Control
VELDHEER, AARON, J	I	MANAGING MEMBER / IAR	C	Control
VELDHEER, AARON, J	I	MANAGING MEMBER / IAR	C	Control
VELDHEER, AARON, J	I	MANAGING MEMBER	C	Control
VELDHEER, AARON, J	I	MANAGING MEMBER	C	Control
VELDHEER, AARON, J	I	MANAGING MEMBER	C	Control
VELDHEER, AARON, J	I	MANAGING MEMBER	C	Control
VELDHEER, AARON, J	I	MANAGING MEMBER	C	Control
VELDHEER, AARON, J	I	MANAGING MEMBER	C	Control
VELDHEER, AARON, J	I	MANAGING MEMBER	C	Control
VELDHEER, AARON, J	I	MANAGING MEMBER	C	Control
VELDHEER, AARON, J	I	MANAGING MEMBER	C	Control
VELDHEER, AARON, J	I	MANAGING MEMBER	C	Control
VELDHEER, AARON, J	I	MANAGING MEMBER	C	Control
VELDHEER, AARON, J	I	MANAGING MEMBER	C	Control
VELDHEER, AARON, J	I	MANAGING MEMBER	C	Control
VELDHEER, AARON, J	I	MANAGING MEMBER	C	Control
VELDHEER, AARON, J	I	MANAGING MEMBER	C	Control
VELDHEER, AARON, J	I	MANAGING MEMBER	C	Control
VELDHEER, AARON, J	I	CCO/MANAGING MEMBER	C	Control
VELDHEER, AARON, J	I	MANAGING MEMBER	C	Control
VELDHEER, AARON, J	I	MANAGING MEMBER	C	Control
Ghafari, Mark, Georges	I	INVESTMENT ADVISER REPRESENTATIVE / CCO	A
Ghafari, Mark, Georges	I	INVESTMENT ADVISER REPRESENTATIVE / CCO	A
Ghafari, Mark, Georges	I	INVESTMENT ADVISER REPRESENTATIVE / CCO	A
Ghafari, Mark, Georges	I	MEMBER/CCO	A
Ghafari, Mark, Georges	I	MEMBER/CCO	A
Ghafari, Mark, Georges	I	MEMBER/CCO	A
Ghafari, Mark, Georges	I	MEMBER/CCO	A
Ghafari, Mark, Georges	I	MEMBER/CCO	A
Ghafari, Mark, Georges	I	MEMBER/CCO	A
Ghafari, Mark, Georges	I	MEMBER/CCO	A
Ghafari, Mark, Georges	I	MEMBER/CCO	A
Ghafari, Mark, Georges	I	MEMBER/CCO	A
Ghafari, Mark, Georges	I	MEMBER	A
Ghafari, Mark, Georges	I	MEMBER	A
Ghafari, Mark, Georges	I	MEMBER	A
Ghafari, Mark, Georges	I	MEMBER	A
Ghafari, Mark, Georges	I	MEMBER	A
Ghafari, Mark, Georges	I	MEMBER	A
Ghafari, Mark, Georges	I	MEMBER	A
Ghafari, Mark, Georges	I	MEMBER	A
Ghafari, Mark, Georges	I	MEMBER	A
Ghafari, Mark, Georges	I	MEMBER	A
VANDE GUCHTE, JOHN, EDWARD	I	MEMBER	A
VANDE GUCHTE, JOHN, EDWARD	I	MEMBER	A
VANDE GUCHTE, JOHN, EDWARD	I	MEMBER	A
VANDE GUCHTE, JOHN, EDWARD	I	MEMBER	A
VANDE GUCHTE, JOHN, EDWARD	I	MEMBER	A
VANDE GUCHTE, JOHN, EDWARD	I	MEMBER	A
VANDE GUCHTE, JOHN, EDWARD	I	MEMBER	A
VANDE GUCHTE, JOHN, EDWARD	I	MEMBER	A
VANDE GUCHTE, JOHN, EDWARD	I	MEMBER	A
VANDE GUCHTE, JOHN, EDWARD	I	MEMBER	A

Registrations

Federal

Dec 2, 2025 REGISTERED

Notice Filings (18)

AL AZ CA CO FL GA IL IN LA MI MN OH OR PA TX VA WA WI

Address

171 MONROE AVE. NW
SUITE 800
GRAND RAPIDS, MI 49503
United States

Phone: 616-719-5007