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Innova Wealth Partners LLC
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CRD # | 168500 |
SEC # | 801-117798 |
CIK # | 0001888831 |
AUM | $163.4 MM (2023-03-07) |
Employees | 5 (100% Investors, 0% Brokers) |
Phone | 888-270-1574 |
Address | 12 Terry Drive Newtown, PA 18940 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001888831] |
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---|---|---|
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|
CA | 0.2 |
Private Harbour Investment Management & Counsel LLC
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Valuewealth Services LLC
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ENR Asset Management Incorporated
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0.2 | |
HD Money Inc
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FL | 0.2 |
Wealth Teams Alliance Inc
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Kahler Financial Group Inc
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SD | 0.2 |
Fenway Financial Advisors LLC
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MA | 0.2 |
COCO Enterprises LLC
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MT | 0.2 |