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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INNOVA WEALTH PARTNERS, LLC

CRD 168500

NEWTOWN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:56e1b2ac-db5e-250d-e38c-b22cc98f224c

Data as of Feb 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Jul 25, 2013 to Feb 26, 2026
44 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $288MItem 5.F on the latest filing (2026-02-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $284M
Private client RAUM: $277MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $48.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 6
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 521
Individual clients: 371
High net worth clients: 137
SEC number: 801-117798
CRD: 168500
Filings on the tape: 44
First filed: Jul 25, 2013
Latest filed: Feb 26, 2026
Organised: Limited Liability Company, PA
Website: myinnovawealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
IAN ANDREW FOSTER	n/a	NEWTOWN, PA	13	13	1	no
WILLIAM HAYWOOD BROMLEY	n/a	NEWTOWN, PA	13	21	1	no
STEPHEN DAVID SCHMIDT	n/a	NEWTOWN, PA	12	24	5	no
JONATHAN INZERO	Certified Financial Planner	NEWTOWN, PA	11	13	1	no
KYLE F BRUNER	n/a	NEWTOWN, PA	1	10	n/a	no
John Michael Orobono	n/a	NEWTOWN, PA	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BROMLEY, WILLIAM, HAYWOOD	CHIEF COMPLIANCE OFFICER	D	yes	10/2015	Jul 25, 2013	Mar 18, 2024
FOSTER, IAN, ANDREW	MANAGING MEMBER	D	yes	06/2013	Jul 25, 2013	Mar 18, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
INNOVA SETTLEMENT SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 26, 2026	$288M	$284M	6	6	2	n/a	n/a
2024	Feb 11, 2025	$228M	$221M	4	4	2	n/a	n/a
2023	Mar 18, 2024	$178M	$172M	4	4	2	n/a	n/a
2022	Mar 7, 2023	$163M	$157M	5	5	2	n/a	n/a
2021	Jan 24, 2022	$177M	$173M	5	5	2	n/a	n/a
2020	Jan 22, 2021	$135M	$134M	5	5	0	n/a	n/a
2019	Jan 28, 2020	$108M	$108M	5	5	0	n/a	n/a
2013	Mar 28, 2014	$52.3M	$52.3M	4	4	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$288M	$228M	26.3%	$163M	20.8%	6	4	2	2

Relationships

Registered with (7)

← John Michael OrobonoAdvisorregistration: current employment
Oct 8, 2025 to presentfactForm ADV
← KYLE F BRUNERAdvisorregistration: current employment
May 19, 2025 to presentfactForm ADV
← JONATHAN INZEROAdvisorregistration: current employment
Jul 23, 2015 to presentfactForm ADV
← STEPHEN DAVID SCHMIDTAdvisorregistration: current employment
Oct 16, 2013 to presentfactForm ADV
← WILLIAM HAYWOOD BROMLEYAdvisorregistration: current employment
Aug 30, 2013 to presentfactForm ADV
← IAN ANDREW FOSTERAdvisorregistration: current employment
Aug 20, 2013 to presentfactForm ADV
← GLENN JOSEPH ECKSTUTAdvisorregistration: previous registration
Mar 21, 2017 to Mar 26, 2018factForm ADV

Controls (2)

← BROMLEY, WILLIAM, HAYWOODOwnerCHIEF COMPLIANCE OFFICER, ownership code D, individual
Jul 25, 2013 to Mar 18, 2024factForm ADV
← FOSTER, IAN, ANDREWOwnerMANAGING MEMBER, ownership code D, individual
Jul 25, 2013 to Mar 18, 2024factForm ADV

Dated events

Occurred
Jul 25, 2013
First Form ADV filing
Seckel Capital Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:56e1b2ac-db5e-250d-e38c-b22cc98f224c
First observed: Jul 25, 2013
Last observed: Feb 26, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INNOVA WEALTH PARTNERS, LLC

CRD 168500

NEWTOWN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:56e1b2ac-db5e-250d-e38c-b22cc98f224c

Data as of Feb 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:23 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

IAN ANDREW FOSTER

n/a

NEWTOWN, PA

WILLIAM HAYWOOD BROMLEY

n/a

NEWTOWN, PA

STEPHEN DAVID SCHMIDT

n/a

NEWTOWN, PA

JONATHAN INZERO

Certified Financial Planner

NEWTOWN, PA

KYLE F BRUNER

n/a

NEWTOWN, PA

n/a

John Michael Orobono

n/a

NEWTOWN, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BROMLEY, WILLIAM, HAYWOOD

CHIEF COMPLIANCE OFFICER

yes

10/2015

Jul 25, 2013

Mar 18, 2024

FOSTER, IAN, ANDREW

MANAGING MEMBER

yes

06/2013

Jul 25, 2013

Mar 18, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

INNOVA SETTLEMENT SERVICES, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 26, 2026

$288M

$284M

n/a

2024

Feb 11, 2025

$228M

$221M

n/a

2023

Mar 18, 2024

$178M

$172M

n/a

2022

Mar 7, 2023

$163M

$157M

n/a

2021

Jan 24, 2022

$177M

$173M

n/a

2020

Jan 22, 2021

$135M

$134M

n/a

2019

Jan 28, 2020

$108M

n/a

2013

Mar 28, 2014

$52.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$288M

$228M

26.3%

$163M

20.8%