DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Innova Wealth Partners, LLC
Latest filing Feb 26, 2026
First filing on the tape Jul 25, 2013 · 44 filings
SEC status approved since Jan 8, 2020
RAUM
$288M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
96%
$277M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$48.0M
derived; firm RAUM over IAPD count
Employees
6
6 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
44 filings and snapshots on the tape
RAUM$288M as of Feb 26, 2026
Mar 28, 2014$52.3M then
HNW client RAUM$212M as of Feb 26, 2026
Jan 28, 2020$50.4M then
State-registered IARs (5.B.3)6 as of Feb 26, 2026
Mar 28, 20144 then
Employees (5.A)6 as of Feb 26, 2026
Mar 28, 20144 then
Private funds: no history
RAUM +26% over the last fiscal year+21% a year over threeIARs 4 to 6
Practice profile
derived from the filing of Feb 26, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $48.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 85derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.5MderivedHNW RAUM over HNW clients
- Average account
- $553,141derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 3.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +26%derivedbetween the last two annual amendments
- Advisor growth, one year
- +50%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +4.3%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$212M74%
- Individuals$65.1M23%
- Pension and profit-sharing plans$8.8M3.1%
- Corporations and businesses$2.2M0.8%
- Individual clients
- 371reported
- HNW clients
- 137reported
- Pension plan clients
- 9reported
- Charitable clients
- n/areported
- Accounts
- 521reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.96 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Ian Andrew Foster | Newtown, Pa | Aug 20, 2013 | 13 y | 1 |
| William Haywood Bromley | Newtown, Pa | Aug 30, 2013 | 21 y | 1 |
| Stephen David Schmidt | Newtown, Pa | Oct 16, 2013 | 24 y | 5 |
| Jonathan InzeroCertified Financial Planner | Newtown, Pa | Jul 23, 2015 | 13 y | 1 |
| Kyle F Bruner | Newtown, Pa | May 19, 2025 | 10 y | 0 |
| John Michael Orobono | Newtown, Pa | Oct 8, 2025 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Glenn Joseph Eckstut to On Investment Management CoMar 26, 2018 · Other
Joined, latest
- Glenn Joseph Eckstut from Key Investment Services LLCMar 21, 2017 · Other
- Jonathan Inzero from Ameriprise Financial Services, LLCJul 23, 2015 · Other
- Stephen David Schmidt from Corestates Capital Advisors, LLCOct 16, 2013 · Other
- William Haywood Bromley from Corestates Capital Advisors, LLCAug 30, 2013 · Other
- Ian Andrew Foster from Corestates Capital Advisors, LLCAug 20, 2013 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Haywood William Bromley · Chief Compliance Officercontrolsince 10/2015 · owns 50% to 75%
- Andrew Ian Foster · Managing Membercontrolsince 06/2013 · owns 50% to 75%
Related persons
Schedule D 7.A
- Innova Settlement Services, LLCreal estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Newtown, Pa · principal | 6 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- account count collapseChange between filings · filing Feb 26, 2026accounts (Item 5.F.2.f) moved from 1,197.0 to 521.0 (-56.0%) between the annual amendments of 2025-02-11 and 2026-02-26; the peer median change was +5.0% (3688 comparable advisers, 2.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,688) · 2.4% percentile
What changed
consecutive filings, newest first
- Accounts · 1,197 to 521Feb 11, 2025 to Feb 26, 2026
- Advisory employees · 4 to 6Feb 11, 2025 to Feb 26, 2026
- Corporate clients · 2 to 4Feb 11, 2025 to Feb 26, 2026
- HNW clients · 122 to 137Feb 11, 2025 to Feb 26, 2026
- Individual clients · 365 to 371Feb 11, 2025 to Feb 26, 2026
- Employees · 4 to 6Feb 11, 2025 to Feb 26, 2026
- Financial planning clients · 26-50 to 51-100Feb 11, 2025 to Feb 26, 2026
- State-registered IARs · 4 to 6Feb 11, 2025 to Feb 26, 2026
- Discretionary RAUM · $221M to $284MFeb 11, 2025 to Feb 26, 2026
- HNW RAUM · $156M to $212MFeb 11, 2025 to Feb 26, 2026
- Individual RAUM · $59.1M to $65.1MFeb 11, 2025 to Feb 26, 2026
- Non-discretionary RAUM · $7.5M to $3.9MFeb 11, 2025 to Feb 26, 2026
- Pension RAUM · $12.4M to $8.8MFeb 11, 2025 to Feb 26, 2026
- RAUM · $228M to $288MFeb 11, 2025 to Feb 26, 2026
- Accounts · 1,085 to 1,197Mar 18, 2024 to Feb 11, 2025
- Advisory activities · 4 to 5Mar 18, 2024 to Feb 11, 2025
- Corporate clients · unset to 2.0Mar 18, 2024 to Feb 11, 2025
- HNW clients · 98 to 122Mar 18, 2024 to Feb 11, 2025
- Individual clients · 349 to 365Mar 18, 2024 to Feb 11, 2025
- Pension plan clients · 12 to 9Mar 18, 2024 to Feb 11, 2025
- Financial planning clients · 26-50 to 26-50Mar 18, 2024 to Feb 11, 2025
- Discretionary RAUM · $172M to $221MMar 18, 2024 to Feb 11, 2025
- HNW RAUM · $109M to $156MMar 18, 2024 to Feb 11, 2025
- Individual RAUM · $57.0M to $59.1MMar 18, 2024 to Feb 11, 2025
- Non-discretionary RAUM · $6.4M to $7.5MMar 18, 2024 to Feb 11, 2025
- Pension RAUM · $12.5M to $12.4MMar 18, 2024 to Feb 11, 2025
- RAUM · $178M to $228MMar 18, 2024 to Feb 11, 2025
- Accounts · 1,107 to 1,085Mar 7, 2023 to Mar 18, 2024
- Advisory employees · 5 to 4Mar 7, 2023 to Mar 18, 2024
- Advisory activities · 3 to 4Mar 7, 2023 to Mar 18, 2024
- Charity clients · 0.0 to unsetMar 7, 2023 to Mar 18, 2024
- HNW clients · 63 to 98Mar 7, 2023 to Mar 18, 2024
- Individual clients · 376 to 349Mar 7, 2023 to Mar 18, 2024
- Pension plan clients · 9 to 12Mar 7, 2023 to Mar 18, 2024
- Pooled vehicle clients · 0.0 to unsetMar 7, 2023 to Mar 18, 2024
- Employees · 5 to 4Mar 7, 2023 to Mar 18, 2024
- State-registered IARs · 5 to 4Mar 7, 2023 to Mar 18, 2024
- Discretionary RAUM · $157M to $172MMar 7, 2023 to Mar 18, 2024
- HNW RAUM · $50.0M to $109MMar 7, 2023 to Mar 18, 2024
- Individual RAUM · $103M to $57.0MMar 7, 2023 to Mar 18, 2024
Signals
1 dated events
- Seckel Capital Advisors, Llc filed its initial SEC registration (Form ADV)Jul 25, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@myinnovawealth.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 888-270-1574reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/INNOVA-WEALTH-PARTNERSreportedpublic record, Form ADV, Sep 17, 2026
- Website
- MYINNOVAWEALTH.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (888) 270-1574reportedpublic record, Form ADV, Feb 26, 2026
- Contact form
- myinnovawealth.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $48.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026