Investment adviser · CRD 289913

INNOVIA WEALTH, LLC

Investment adviser filing (IA)

STRATEGIES WEALTH ADVISORS, LLC

GRAND RAPIDS, MI, United States · Form ADV filed Jul 20, 2026

Regulatory AUM
$3.29B
Form ADV · Item 5.F
Client accounts
3,978
Accounts, not individual clients
Employees
31
Reported in this filing
Advisory professionals
17
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals359$2,506,378,92176.2%
Retirement plans64$453,927,53813.8%
Individuals368$303,769,1219.2%
Corporations & businesses12$23,526,8170.7%
Charities1$856,6900.0%
Filing source

Form ADV 2118601 · Jul 20, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

INNOVIA PRIVATE HOLDINGS, LPOther Private Fund · Last reported Jul 20, 2026$0Gross asset value
Fund administrator NAV CONSULTING OAK BROOK, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPER KY GRAND CAYMAN, Cayman Islands
Custodian BANKING: BMO CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PRICEWATERHOUSECOOPER KY
PCAOB 1266

Fund details & source
Fund ID
805-2259896236
Reported beneficial owners
1
Minimum commitment
$100K
Form D file number
021-2093098

Form ADV 2118601 · Jul 20, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 20, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

171 MONROE AVE. NW, SUITE 800
GRAND RAPIDS, MI, 49503, United States

CRD 289913

Filing source

Form ADV 2118601 · Jul 20, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.