$3.3B Total AUM
$3.1B Disc. AUM
-- 3Y CAGR
31 Employees
804 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Cibc Mellon · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Momentum unison
- Established Date
- 12-15-2017
- Office Locations
- 3
Office Locations
101 North Wacker Drive Suite 604 Chicago IL
171 Monroe Ave. NW Suite 800 Grand Rapids MI
255 E Brown Street Suite 100 Birmingham MI
About Innovia Wealth, LLC
Innovia Wealth is a Grand Rapids, MI-based RIA serving high-net-worth individuals and families with tax-aware planning and intentionally structured wealth strategies. Its in-house team combines CFP, CPA, JD, CFA, and MBA expertise to deliver coordinated portfolio, estate, and tax planning. Portfolios are implemented primarily with ETFs and public funds, alongside fixed income and select private investments. Recognized in 2025 rankings by Newsweek and USA Today.
Team overview
39 AVG AGE
$193.4M AVG AUM / ADVISOR
$4.1M AVG AUM / CLIENT
4.2 yrs AVG TENURE
31 Employees
17 Advisory Reps
17 RIA Reps
8yrs Firm Age
Insights
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Accredited Investors
Momentum Insight summit
Asset Classes
Pioneer Prime unison Catalyst legacy Delta frontier Quantum Optima prime Crest radial Vital
Client Personas
Momentum oak Crest
Custodian
Atlas vector Frontier glacier Focus ember Legacy
Investment Themes
Meridian Oak matrix Radial
Investment Vehicles
Pioneer Vertex
Platform
Capital legacy
Services
Insight summit Peak frontier Legacy Zenith momentum Summit horizon Wave Frontier prime Oak momentum North
Technology
Quantum
Owner & Executives
MICHAEL THOMAS BERKEMEIER
Managing Director
- CRD
- #4437147
- Ownership
- Less than 5%
(475) 713-4356
meridian.value@capitalcapital.com
in linkedin.com/in/horizon-capital
Mark Georges Ghafari
PARTNER, Senior Wealth Advisor
- CRD
- #6583090
- Ownership
- Less than 5%
(965) 800-6976
vital.focus@radialcapital.com
in linkedin.com/in/vector-meridian
U
Unison vector
Zenith ember
- CRD
- #30228
- Ownership
- 20.8%
(248) 282-7048
vital.catalyst@vectorcapital.com
in linkedin.com/in/radial-summit
Showing 2 of 4 owners & executives
Unlock allContacts
ISAIAH Steven BLEILER
Financial Planner
- CRD
- #6614905
(321) 526-5030
focus.alpha@horizoncapital.com
in linkedin.com/in/beacon-eagle
Andrew Jensen Boatright
Wealth Advisor
- CRD
- #6809791
(603) 639-5980
harbor.delta@vectorcapital.com
in linkedin.com/in/insight-ember
O
Optima pioneer
Optima harbor
- CRD
- #85291
(664) 262-2029
frontier.capital@unisoncapital.com
in linkedin.com/in/element-radial
Showing 2 of 18 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,123,428,414 | $792,748 |
| Non-Discretionary | $165,030,673 | $4,342,912 |
| Total | $3,288,459,087 | $826,661 |
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Separately Managed Accounts
Total SMA Asset: $3,288,459,087
Equity - Exchange:
6.9% Public Funds:
21.1% Cash:
24.1% Private Funds:
23.3% Municipal Bonds:
4.5% Corporate - Investment Grade:
15.7% U.S. Government/Agency:
4.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $311,132,588 | 6.9% |
| Public Funds | $951,434,435 | 21.1% |
| Cash | $1,086,709,473 | 24.1% |
| Private Funds | $1,050,636,130 | 23.3% |
| Municipal Bonds | $202,912,557 | 4.5% |
| Corporate - Investment Grade | $707,939,366 | 15.7% |
| U.S. Government/Agency | $198,403,389 | 4.4% |
| Total | $4,509,167,938 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE RADIAL | ZENITH SIGNAL | 589TMLU9Y | BTDW | 11.77% | $15,188,703 |
| INSIGHT WAVE RIDGE | VALUE WAVE | Y2OT8B39S | BJC | 1.64% | $86,914,156 |
| ZENITH OAK | MOMENTUM VITAL | 0W85IYUXG | LRVPP | 12.55% | $23,172,844 |
| FRONTIER ZENITH OAK | OPTIMA MERIDIAN | WNPFLZJ0A | KAMSX | 6.65% | $58,787,175 |
| NORTH PRIME | PEAK MERIDIAN | GX8ANYQBD | IOD | 7.68% | $101,030,807 |
| HORIZON QUANTUM ELEMENT | MATRIX UNISON | 019V000JK | IWPX | 9.61% | $87,934,622 |
| BRIDGE FUSION FRONTIER | OAK HORIZON | 3W05SAN52 | PUAE | 9.88% | $63,850,146 |
| CREST GLACIER | VECTOR TIMBER | Z7WCY1XEW | YZS | 10.31% | $50,272,579 |