|
⚲
|
| Keyboard |
| Innova Advisors LLC
✚
|
|
|---|---|
| CRD # | 318958 |
| SEC # | 801-125747 |
| CIK # | |
| AUM | 264.8 M (2026-05-20) |
| Employees | 4 (50% Investors, 25% Brokers) |
| Fees | |
| Minimum | |
| Phone | 305-646-1557 |
| Address | 2100 Ponce de Leon Blvd Coral Gables, FL 33134 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 3.5 |
| (b) Individuals (high net worth individuals) | 2 | 13.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 247.4 |
| (n) Other | 0 | 0.0 |
| Total | 54 | 264.8 |
| By Discretionary | ||
| Discretionary | 4 | 0.3 |
| Non-Discretionary | 50 | 264.5 |
| Total | 54 | 264.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.3 | |
| United States Persons | 261.5 | |
| Total | 54 | 264.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 (54 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bernzott Capital Advisors
✚
|
CA | 265.4 M |
|
Spraker West Wealth Management Inc
✚
|
FL | 265.3 M |
|
The DALA Group LLC
✚
|
IL | 265.2 M |
|
Bright Wealth Management LLC
✚
|
TX | 265.0 M |
|
TRU Independence Asset Management 2 LLC
✚
|
OR | 264.7 M |
|
Evergreen Private Wealth LLC
✚
|
CO | 264.7 M |
|
CW O'Conner Wealth Advisors Inc
✚
|
GA | 264.6 M |
|
BNB Wealth Management LLC
✚
|
MD | 264.6 M |
|
Imperium Wealth Management LLC
✚
|
TX | 264.6 M |
|
ROI Financial Advisors LLC
✚
|
OR | 264.2 M |