Filings through .
Innovia Wealth, LLC
Matched across 2 name variants in the filings
Analytics
Market position · 2024
Plans served7+4 YoYRank #3145 of mapped providers
Assets under administration$1.5B0.0%Rank #8483 by share of filed assets
Fees received$233,165Median $22,180/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection
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