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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Innova Wealth Partners LLC
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|---|---|
| CRD # | 168500 |
| SEC # | 801-117798 |
| CIK # | 0001888831 |
| AUM | $228.2 M (2025-02-11) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 888-270-1574 |
| Address | 12 Terry Drive Newtown, PA 18940 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 7.6 | ||
| VS Trust | 3.4 | ||
| Microsoft Corp | 2.9 | ||
| Apple Inc | 2.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 365 | 59.1 |
| (b) Individuals (high net worth individuals) | 122 | 156.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 12.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,197 | 228.2 |
| By Discretionary | ||
| Discretionary | 1,194 | 220.7 |
| Non-Discretionary | 3 | 7.5 |
| Total | 1,197 | 228.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 228.2 | |
| Total | 1,197 | 228.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001888831] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ECIO Inc
✚
|
WI | 0.2 |
|
Clear Point Advisors Inc
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|
NY | 0.2 |
|
Cimarron Wealth Management Inc
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CO | 0.2 |
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Invest Capital Partners Co
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OH | 0.2 |
|
Vital Investment Management LLC
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|
CO | 0.2 |
|
Abich Financial Wealth Management LLC
✚
|
VA | 0.2 |
|
Slocum Gordon & Co LLP
✚
|
RI | 0.2 |
|
Davis Capital Management LLC
✚
|
FL | 0.2 |
|
Millington Financial Advisors LLC
✚
|
IL | 0.2 |
|
Portfolio Advisors Inc
✚
|
CA | 0.2 |