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⚲
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| Innova Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 168500 |
| SEC # | 801-117798 |
| CIK # | 0001888831 |
| AUM | $163.4 MM (2023-03-07) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 888-270-1574 |
| Address | 12 Terry Drive Newtown, PA 18940 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| 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 ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($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
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|
NY | 0.2 |
|
Valuewealth Services LLC
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|
MD | 0.2 |
|
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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|
CA | 0.2 |
|
Kahler Financial Group Inc
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|
SD | 0.2 |
|
Fenway Financial Advisors LLC
✚
|
MA | 0.2 |
|
COCO Enterprises LLC
✚
|
MT | 0.2 |