|
⚲
|
| Innova Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 168500 |
| SEC # | 801-117798 |
| CIK # | 0001888831 |
| AUM | $178.4 MM (2024-03-18) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 888-270-1574 |
| Address | 12 Terry Drive Newtown, PA 18940 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GLD | 3.7 | ||
| SVIX | 3.4 | ||
| MSFT | 1,918,222.4 | 2.4 | |
| AAPL | 2,382,844.0 | 2.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 349 | 57.0 |
| (b) Individuals (high net worth individuals) | 98 | 108.7 |
| (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 | 12 | 12.5 |
| (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 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,085 | 178.4 |
| By Discretionary | ||
| Discretionary | 1,082 | 172.0 |
| Non-Discretionary | 3 | 6.4 |
| Total | 1,085 | 178.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 178.4 | |
| Total | 1,085 | 178.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001888831] |
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