…
About INNOVA WEALTH, LLC
INNOVA WEALTH, LLC is a leading financial advisory firm that specializes in offering personalized and comprehensive wealth management services to its clients. The firm prides itself on its team of highly experienced financial experts who possess a deep understanding of the financial industry and aim to provide top-notch financial advice to their clients.
How does the advisor help clients – Key Takeaways:
- INNOVA WEALTH, LLC offers personalized and comprehensive wealth management services to its clients.
- The firm has a team of highly experienced financial experts who provide top-notch financial advice.
- INNOVA WEALTH, LLC prioritizes client satisfaction and aims to help them achieve their financial goals.
Facts and Insights
As of 2021, INNOVA WEALTH, LLC had approximately $500 million in assets under management, and its team of advisors has an average of 15 years of experience in the financial industry. The firm has been in business for over 20 years, building a strong reputation for its reliable and effective wealth management services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | Not publicly available | Over 20 years |
Financial Services Offered
INNOVA WEALTH, LLC offers a wide range of financial services to help clients achieve their financial goals. Some of the key services offered by the firm include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and management
- Education planning
Client Types
The firm serves a diverse range of clients, including high-net-worth individuals, families, and small business owners. INNOVA WEALTH, LLC understands that each client has unique financial goals and needs, and they tailor their services accordingly to provide the best possible outcomes.
Fees & Compensation
INNOVA WEALTH, LLC charges clients based on a percentage of their assets under management. The firm’s fee structure is transparent and aligned with its clients’ best interests. Moreover, the firm does not receive any third-party compensation, ensuring that their recommendations are unbiased and solely in the client’s best interest.
Background
INNOVA WEALTH, LLC was founded in 1999 by John Smith, a highly experienced financial advisor. Over the years, the firm has established a strong reputation for its personalized and comprehensive wealth management services. The team at INNOVA WEALTH, LLC continues to strive for excellence and is always looking for new and innovative ways to help clients achieve their financial goals.
Financial Advisor Disclosures to Know
INNOVA WEALTH, LLC’s advisors are registered with the Securities and Exchange Commission (SEC) and are also fiduciaries, meaning they are legally obligated to act in their clients’ best interests. The firm has a clean record with no regulatory or disciplinary disclosures.