$288.2M Total AUM
$284.3M Disc. AUM
21.5% 3Y CAGR
6 Employees
526 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Vertex pathway
- Established Date
- 08-20-2013
- Office Locations
- 1
Office Locations
12 Terry Drive Suite 203 Newtown PA
About Innova Wealth Partners, LLC
Innova Wealth Partners is a Newtown, PA RIA providing retirement-focused financial planning, tax planning, and ongoing investment management. The team works with individuals and business owners, including retirees, building diversified portfolios that commonly use ETFs and mutual funds with an asset-allocation and risk-management lens. A distribution-relevant differentiator: they run in-person “iNNOVA Wealth Classes” educational seminars.
Team overview
38 AVG AGE
$48.0M AVG AUM / ADVISOR
$547.9K AVG AUM / CLIENT
8.6 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
12yrs Firm Age
Insights
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Accredited Investors
Peak atlas
Asset Classes
Quantum atlas Zenith capital Meridian optima Vital oak
Client Personas
Value focus Atlas Quantum quantum
Custodian
Bridge Pathway horizon Radial harbor Radial insight Beacon summit Summit eagle
Investment Themes
Glacier zenith Element Catalyst unison Harbor
Investment Vehicles
Bridge radial Capital
Platform
Ember Optima Optima
Services
Pioneer Pioneer quantum Alpha frontier Unison alpha Radial Momentum
Technology
Vertex vital
Owner & Executives
WILLIAM HAYWOOD BROMLEY
Chief Compliance Officer
- CRD
- #4881804
- Ownership
- 50% but less than 75%
(617) 387-7804
fusion.harbor@capitalcapital.com
in linkedin.com/in/oak-momentum
IAN ANDREW FOSTER
Managing Member, Principal
- CRD
- #6119064
- Ownership
- 50% but less than 75%
(253) 564-8553
meridian.catalyst@meridiancapital.com
in linkedin.com/in/meridian-optima
Showing 2 of 2 owners & executives
Unlock allContacts
K
KYLE F BRUNER
--
- CRD
- #8096035
(889) 306-6950
focus.peak@timbercapital.com
in linkedin.com/in/prime-quantum
J
JONATHAN INZERO
Financial Advisor
- CRD
- #6089944
(639) 797-6597
pioneer.eagle@elementcapital.com
in linkedin.com/in/catalyst-meridian
N
North frontier
Alpha eagle
- CRD
- #74589
(453) 735-9810
foundation.capital@bridgecapital.com
in linkedin.com/in/beacon-timber
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $284,299,910 | $547,784 |
| Non-Discretionary | $3,886,324 | $1,943,162 |
| Total | $288,186,234 | $553,141 |
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Separately Managed Accounts
Total SMA Asset: $288,186,234
Public Funds:
6.8% Equity - Exchange:
16.0% Cash:
7.9% Corporate - Investment Grade:
22.1% Derivatives:
11.0% Municipal Bonds:
18.1% U.S. Government/Agency:
18.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $76,309,139 | 6.8% |
| Equity - Exchange | $179,550,916 | 16.0% |
| Cash | $88,653,265 | 7.9% |
| Corporate - Investment Grade | $248,004,703 | 22.1% |
| Derivatives | $123,441,255 | 11.0% |
| Municipal Bonds | $203,116,974 | 18.1% |
| U.S. Government/Agency | $203,116,974 | 18.1% |
| Total | $1,122,193,226 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL FOCUS | FRONTIER HARBOR | W1M7YXIJY | JQF | 8.25% | $98,371,154 |
| FOUNDATION MERIDIAN | EMBER ZENITH | 1MYNF0UP2 | VTBI | 8.15% | $97,269,942 |
| OPTIMA HARBOR | LEGACY MATRIX | JCDG8653D | ZLQHV | 2.85% | $76,561,937 |
| LEGACY FUSION | SUMMIT EMBER | NH3UGRUL7 | OTMB | 4.22% | $15,476,061 |
| ALPHA VECTOR | RADIAL MOMENTUM | KUXF1MSPH | COX | 3.72% | $28,427,199 |
| MERIDIAN ALPHA HORIZON | DELTA FUSION | ZQYV4W2YO | CLOD | 10.83% | $88,537,198 |
| ATLAS RIDGE QUANTUM | CATALYST ELEMENT | 4REYF3RSW | UJVU | 4.11% | $65,212,014 |
| ATLAS VALUE ZENITH | PIONEER UNISON | 3VBD50464 | HZQ | 10.75% | $61,077,427 |