Innova Wealth Partners LLC

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Assets, Funds, Holdings

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Innova Wealth Partners LLC
CRD #168500
SEC #801-117798
CIK #0001888831
AUM $163.4 MM (2023-03-07)
Employees 5 (100% Investors, 0% Brokers)
Phone888-270-1574
Address12 Terry Drive
Newtown, PA 18940
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
180144108723602010201420192024
Sector Form 13F Holdings Cap ($MM) Value ($MM)
GLD 7.0
AAPL 2,382,844.0 1.3
MSFT 1,918,222.4 1.1
XOM 385,508.3 0.8
ABBV 269,466.6 0.7
PEP 226,773.9 0.5
LLY 301,789.7 0.5
CVX 294,604.1 0.4
 
 
 
Holdings by Sector ($MM)
15012090603002021202220232024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 376 103.0
(b) Individuals (high net worth individuals) 63 50.0
(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 9 9.6
(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 0 0.8
(n) Other 0 0.0
Total 1,107 163.4
By Discretionary
Discretionary 1,031 157.2
Non-Discretionary 76 6.2
Total 1,107 163.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 163.4
Total 1,107 163.4
EDGAR Form CIK 2011 - 2024
13F-HR [0001888831]
Comparable Firms State AUM ($BB)
Krane Financial Solutions LLC
CA 0.2
Private Harbour Investment Management & Counsel LLC
OH 0.2
Murphy Wealth Management Group Inc
NY 0.2
Valuewealth Services LLC
MD 0.2
ENR Asset Management Incorporated
0.2
HD Money Inc
FL 0.2
Wealth Teams Alliance Inc
CA 0.2
Kahler Financial Group Inc
SD 0.2
Fenway Financial Advisors LLC
MA 0.2
COCO Enterprises LLC
MT 0.2
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