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
Innovia Wealth, LLC
Legal name Strategies Wealth Advisors, LLC
Latest filing Jul 20, 2026
First filing on the tape Nov 15, 2017 · 35 filings
SEC status approved since Dec 15, 2017
RAUM
$3.3B
reported, Item 5.F
Discretionary
95%
of RAUM
Private clients
85%
$2.8B individuals and HNW
Advisors
18
registered through the firm on IAPD
RAUM per advisor
$183M
derived; firm RAUM over IAPD count
Employees
31
17 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
2
reported on Schedule D
History
35 filings and snapshots on the tape
RAUM$3.3B as of Jul 20, 2026
Apr 5, 2018$0 then
HNW client RAUM$2.5B as of Jul 20, 2026
Mar 30, 2019$75.4M then
State-registered IARs (5.B.3)17 as of Jul 20, 2026
Apr 5, 20182 then
Employees (5.A)31 as of Jul 20, 2026
Apr 5, 20184 then
Private funds2 as of Jul 20, 2026
Mar 6, 20231 then
RAUM +47% over the last fiscal year+32% a year over threeIARs 18 to 17offices 1 to 2
Practice profile
derived from the filing of Jul 20, 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
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- $183MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 40derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $7.0MderivedHNW RAUM over HNW clients
- Average account
- $826,661derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 95%derivedof RAUM
- Institutional
- 14%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 6.0derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +47%derivedbetween the last two annual amendments
- Advisor growth, one year
- -5.6%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +10.0%derived
- Compensation
- percentage of assets, hourly, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for pooled vehicles, pension consulting, otherreportedItem 5.G
- Financial planning clients
- 1,000reportedItem 5.H
- Custody
- $1.4B, 448 clientsreportedItem 9.A
- 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
- is an insurance broker or agent (6.A.6)
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$2.5B76%
- Pension and profit-sharing plans$454M14%
- Individuals$304M9.2%
- Corporations and businesses$23.5M0.7%
- Charitable organizations$856,6900.0%
- Individual clients
- 368reported
- HNW clients
- 359reported
- Pension plan clients
- 64reported
- Charitable clients
- 1reported
- Accounts
- 3,978reported
- Financial planning clients
- 1,000reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.4B for 448 clientsreported
- Compensation
- % of AUM, fixed, hourly, performancereported
- Class basis
- private_client_share=0.85 fund_share=0.0 institutional_share=0.14 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
18 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| John Edward Vande Guchte | Grand Rapids, Mi | Jan 23, 2018 | 10 y | 1 |
| Michael Thomas Berkemeier | Grand Rapids, Mi | Jan 24, 2018 | 24 y | 1 |
| Alex Douglas Timmer | Grand Rapids, Mi | Sep 26, 2018 | 13 y | 0 |
| Andrew Jensen BoatrightCertified Financial Planner | Grand Rapids, Mi | Jan 4, 2020 | 12 y | 1 |
| Aaron J Veldheer | Grand Rapids, Mi | Jan 4, 2020 | 12 y | 1 |
| Mark Georges Ghafari | Grand Rapids, Mi | Jan 4, 2020 | 10 y | 1 |
| Douglas Joseph KadisonCertified Financial Planner | Chicago, Il | Jan 6, 2020 | 13 y | 3 |
| Peter Edward RossCertified Financial Planner | Grand Rapids, Mi | Apr 22, 2021 | 12 y | 0 |
| Jacob Roderick WatsonCertified Financial Planner | Grand Rapids, Mi | Apr 28, 2022 | 22 y | 0 |
| Isaiah Steven BleilerCertified Financial Planner | Grand Rapids, Mi | Oct 17, 2022 | 12 y | 0 |
| George PantlindCertified Financial Planner | Grand Rapids, Mi | Oct 6, 2023 | 20 y | 1 |
| Andrea Siegel CommandChartered Financial Consultant | Grand Rapids, Mi | Jan 29, 2024 | 10 y | 0 |
| Gregory A BoschChartered Financial Analyst | Grand Rapids, Mi | Sep 11, 2024 | 19 y | 1 |
| Micah KindeCertified Financial Planner | Grand Rapids, Mi | Jan 3, 2025 | 12 y | 0 |
| Jacob Nicholas PetrickCertified Financial Planner | Grand Rapids, Mi | Sep 3, 2025 | 13 y | 1 |
| Samantha Doletzky | Grand Rapids, Mi | Mar 18, 2026 | 10 y | 0 |
| Tyler J Demoss | Grand Rapids, Mi | Apr 23, 2026 | 11 y | 1 |
| Reese Anthony Pustover | Grand Rapids, Mi | Jun 23, 2026 | 11 y | 0 |
Advisor movement
2 left, 2 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 11% of current headcount5 left over 36 months
Left, latest
- Grace Ann Touchette to Rockefeller Capital ManagementApr 17, 2026 · RIA to affiliated broker-dealer or bank
- Connor P. Mcdevitt to Fiduciary Financial AdvisorsFeb 19, 2026 · RIA to RIA
- Meghan R Vanderlugt to Valor Wealth Group, LLCJun 18, 2025 · RIA to a state-registered adviser
- James Dejaeger to The Coury FirmJun 18, 2025 · RIA to RIA
- Katherine Joy Ford to Blue Chip Partners, LLCDec 9, 2024 · RIA to RIA
- Nathan Luke to Mercer Global Advisors Inc.Sep 7, 2023 · RIA to RIA
- Christopher T Smith to Thrivent Investment Management Inc.Feb 28, 2023 · RIA to affiliated broker-dealer or bank
- Thomas M Blower to Fiduciary Financial AdvisorsSep 9, 2020 · RIA to RIA
Joined, latest
- Tyler J Demoss from Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 23, 2026 · Wirehouse to independent RIA
- Grace Ann Touchette from Tfo Wealth PartnersSep 25, 2025 · RIA to RIA
- Jacob Nicholas Petrick from Plante Moran Financial AdvisorsSep 3, 2025 · RIA to RIA
- Gregory A Bosch from Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 11, 2024 · Wirehouse to independent RIA
- George Pantlind from Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 6, 2023 · Wirehouse to independent RIA
- Meghan R Vanderlugt from Wells Fargo AdvisorsMar 5, 2023 · Wirehouse to independent RIA
- Nathan Luke from Oxford Financial Group, LtdJan 25, 2023 · RIA to RIA
- Christopher T Smith from Eagle Strategies LLCOct 18, 2022 · Affiliated broker-dealer or bank to independent RIA
- James Dejaeger from Regal Investment Advisors LLCDec 15, 2021 · Affiliated broker-dealer or bank to independent RIA
- Douglas Joseph Kadison from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 6, 2020 · Wirehouse to independent RIA
- Aaron J Veldheer from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 4, 2020 · Wirehouse to independent RIA
- Mark Georges Ghafari from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 4, 2020 · Wirehouse to independent RIA
- Andrew Jensen Boatright from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 4, 2020 · Wirehouse to independent RIA
- Thomas M Blower from Wealth Dimensions Group, Ltd.Mar 13, 2019 · Other
- Michael Thomas Berkemeier from Valmark Advisers, Inc.Jan 24, 2018 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 17, 2020 · Grand Rapids, Mi
- 2 joined from Valmark Advisers, Inc.Jan 24, 2018 · Grand Rapids, Mi
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Strategies+ Trm Equity Fund II Access Fund LLC | Private Equity Fund | $50.4M | 37 | Feb 15, 2023 |
| Innovia Private Holdings, LP | $0 | 1 | Jul 20, 2026 |
Owners and control persons
Schedule A and B, latest filing
- Thomas Michael Berkemeier · Managing Directorcontrolsince 10/2017 · owns less than 5%
- Marie Bobbi Jo Blanton · Cco And Coocontrolsince 02/2023 · owns less than 5%
- J Aaron Veldheer · Managing Director/Ccocontrolsince 01/2020 · owns less than 5%
- Georges Mark Ghafari · Partnersince 01/2020 · owns less than 5%
- Edward John Vande Guchte · Partnersince 01/2020 · owns less than 5%
Entity owners
- Innovia Wealth Holdings, LLC · Holding Company/Direct Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Grand Rapids, Mi · principal | 18 | 3 | 2 |
Offices
Schedule D 1.F, the 25 largest
- Chicago, IL1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jul 20, 2026Blanton, Bobbi Jo, Marie (CCO AND COO) left Schedule A between the filings of 2023-02-15 and 2026-07-20peers: independent wealth managers, $1B to $5B (1,360)
- RAUM up 25 %Change between filings · filing Apr 2, 2026RAUM (Item 5.F) moved from $2,232,574,455 to $3,288,459,087 (+47.0%) between the annual amendments of 2025-01-28 and 2026-04-02; the peer median change was +17.0% (1297 comparable advisers, 92.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,297) · 92% percentile
What changed
consecutive filings, newest first
- Accounts · 3,295 to 3,978Feb 25, 2026 to Mar 31, 2026
- Advisory employees · 18 to 17Feb 25, 2026 to Mar 31, 2026
- Corporate clients · 13 to 12Feb 25, 2026 to Mar 31, 2026
- HNW clients · 322 to 359Feb 25, 2026 to Mar 31, 2026
- Individual clients · 347 to 368Feb 25, 2026 to Mar 31, 2026
- Pension plan clients · 67 to 64Feb 25, 2026 to Mar 31, 2026
- Assets in custody · $561M to $1.4BFeb 25, 2026 to Mar 31, 2026
- Employees · 30 to 31Feb 25, 2026 to Mar 31, 2026
- State-registered IARs · 18 to 17Feb 25, 2026 to Mar 31, 2026
- Private funds · 1 to 2Feb 25, 2026 to Mar 31, 2026
- Discretionary RAUM · $2.1B to $3.1BFeb 25, 2026 to Mar 31, 2026
- HNW RAUM · $1.9B to $2.5BFeb 25, 2026 to Mar 31, 2026
- Individual RAUM · $111M to $304MFeb 25, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $318M to $165MFeb 25, 2026 to Mar 31, 2026
- Pension RAUM · $368M to $454MFeb 25, 2026 to Mar 31, 2026
- RAUM · $2.4B to $3.3BFeb 25, 2026 to Mar 31, 2026
- Other offices · 1 to 2Aug 28, 2025 to Dec 2, 2025
- Financial planning clients · More than 500 to More than 500May 1, 2025 to May 8, 2025
- Accounts · 3,183 to 3,295Jan 28, 2025 to May 1, 2025
- Advisory activities · 4 to 5Jan 28, 2025 to May 1, 2025
- Corporate clients · 14 to 13Jan 28, 2025 to May 1, 2025
- HNW clients · 412 to 322Jan 28, 2025 to May 1, 2025
- Individual clients · 249 to 347Jan 28, 2025 to May 1, 2025
- Pension plan clients · 4 to 67Jan 28, 2025 to May 1, 2025
- Assets in custody · $1.1B to $561MJan 28, 2025 to May 1, 2025
- Employees · 26 to 30Jan 28, 2025 to May 1, 2025
- Discretionary RAUM · $1.9B to $2.1BJan 28, 2025 to May 1, 2025
- HNW RAUM · $2.0B to $1.9BJan 28, 2025 to May 1, 2025
- Individual RAUM · $105M to $111MJan 28, 2025 to May 1, 2025
- Non-discretionary RAUM · $292M to $318MJan 28, 2025 to May 1, 2025
- Pension RAUM · $62.6M to $368MJan 28, 2025 to May 1, 2025
- RAUM · $2.2B to $2.4BJan 28, 2025 to May 1, 2025
- Accounts · 3,002 to 3,183Mar 21, 2024 to Sep 4, 2024
- HNW clients · 398 to 412Mar 21, 2024 to Sep 4, 2024
- Individual clients · 243 to 249Mar 21, 2024 to Sep 4, 2024
- Pension plan clients · 3 to 4Mar 21, 2024 to Sep 4, 2024
- Assets in custody · unset to 1109665246.0Mar 21, 2024 to Sep 4, 2024
- Custody of client assets · false to trueMar 21, 2024 to Sep 4, 2024
- Discretionary RAUM · $1.7B to $1.9BMar 21, 2024 to Sep 4, 2024
- HNW RAUM · $1.9B to $2.0BMar 21, 2024 to Sep 4, 2024
Signals
15 dated events
- Grace Ann Touchette left Innovia Wealth, Llc for Rockefeller Capital Management (registered 2026-04-14)Apr 17, 2026 · Advisor changed firm · fact
- Innovia Wealth, Llc reported RAUM $3.3B, up 35% from $2.4B (2026-02-25 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Connor P. Mcdevitt left Innovia Wealth, Llc for Fiduciary Financial Advisors (registered 2026-02-24)Feb 19, 2026 · Advisor changed firm · fact
- James Dejaeger left Innovia Wealth, Llc for The Coury Firm (registered 2026-02-05)Jun 18, 2025 · Advisor changed firm · fact
- Meghan R Vanderlugt left Innovia Wealth, Llc for Valor Wealth Group, Llc (registered 2025-08-18)Jun 18, 2025 · Advisor changed firm · fact
- Katherine Joy Ford left Innovia Wealth, Llc for Blue Chip Partners, Llc (registered 2024-12-16)Dec 9, 2024 · Advisor changed firm · fact
- Innovia Wealth, Llc reported RAUM $2.0B, up 45% from $1.4B (2023-10-06 to 2024-03-18)Mar 18, 2024 · RAUM change · derived
- Nathan Luke left Innovia Wealth, Llc for Mercer Global Advisors Inc. (registered 2026-07-13)Sep 7, 2023 · Advisor changed firm · fact
- Christopher T Smith left Innovia Wealth, Llc for Thrivent Investment Management Inc. (registered 2023-05-22)Feb 28, 2023 · Advisor changed firm · fact
- Marie Bobbi Jo Blanton (Cco And Coo) appeared on Schedule A of Innovia Wealth, LlcFeb 15, 2023 · Control person joined · fact
- Innovia Wealth, Llc reported RAUM $1.3B, up 79% from $720.0M (2021-03-31 to 2022-03-27)Mar 27, 2022 · RAUM change · derived
- Innovia Wealth, Llc reported RAUM $720.0M, up 142% from $297.4M (2020-10-13 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Innovia Wealth, Llc reported RAUM $297.4M, up 178% from $106.8M (2020-01-21 to 2020-04-03)Apr 3, 2020 · RAUM change · derived
- J Aaron Veldheer (Managing Member / Iar) appeared on Schedule A of Innovia Wealth, LlcJan 6, 2020 · Control person joined · fact
- Mtb Of Michigan, Llc filed its initial SEC registration (Form ADV)Nov 15, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Innovia Wealth, LLC · Independent Sponsorsshared crd · capital_provider
- Innovia Wealth, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Business phone
- 616-719-5007reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/innovia-wealthreportedpublic record, Form ADV, Sep 17, 2026
- Website
- INNOVIAWEALTH.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 616-719-5007reportedpublic record, Form ADV, Jul 20, 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
- $183Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026