STRATEGIES WEALTH ADVISORS, LLC

INNOVIA WEALTH, LLC
GRAND RAPIDS, Michigan·6 registered advisors·CRD# 289913
SEC# 801-1121771616-719-5007
01

Firm Overview

AUM
$2.2B
Regulatory assets under management
Employees
26
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at STRATEGIES WEALTH ADVISORS, LLC

6 registered advisors
Aaron J Veldheer
GRAND RAPIDS, Michigan
Bobbi Jo Marie Blanton
GRAND RAPIDS, Michigan
John Edward Vande Guchte
GRAND RAPIDS, Michigan
Leah M Dotinga
GRAND RAPIDS, Michigan
Mark Georges Ghafari
GRAND RAPIDS, Michigan
Michael Thomas Berkemeier
GRAND RAPIDS, Michigan
05

Office Locations

GRAND RAPIDS, Michigan
6 advisors

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Data sourced from SEC Form ADV filings. STRATEGIES WEALTH ADVISORS, LLC (CRD# 289913) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.