Innovia Wealth, LLC

Overview

Innovia Wealth, LLC is an SEC registered investment adviser based in Grand Rapids, MI, registered since 2017. It reports $3.3B in assets under management across 3,978 accounts, with 31 employees. It has 18 investment adviser representatives.

Reported AUM

$3.3B

Discretionary

95%

Accounts

3,978

Average account

$827K

Employees

31

Advisory reps

18

Registered since

2017

Jurisdictions

20

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 4

• Aaron J Veldheer Managing Director, Chief Compliance Officer CRD 5808367
• Michael Thomas Berkemeier Managing Director CRD 4437147
• John Edward Vande Guchte Partner CRD 6648717

1 more executive officer, with direct contact details

Advisory reps 3 of 18

• Michael Thomas Berkemeier Insurance Agent · Investment Adviser Rep CRD 4437147
• Isaiah Steven Bleiler Investment Adviser Rep CRD 6614905
• Andrew Jensen Boatright Insurance Agent · Investment Adviser Rep CRD 6809791

15 more advisory reps, with emails, phones and branch locations

Location

Headquarters

171 Monroe Ave NW Ste 800
Grand Rapids, MI 49503

County

Kent

Metro area

Grand Rapids-Kentwood, MI

Region

Midwest

Registrations

• SEC registered
• Registered in 20 jurisdictions
• Website: innoviawealth.com

Every state, with registration dates

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