Innovia Wealth Information
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Innovia Wealth
Summary
Innovia Wealth has been in the industry for 19 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 31. To connect with Innovia Wealth employee register on SignalHire.
Organization Website | InnoviaWealth.com |
Phone Number | 616.719.5007 |
Industries | |
Headquarters Location | 171 Monroe Ave NW, Grand Rapids, Michigan, 49503 US |
Employees Size | 10-50 employees |
Specialties | Financial Planning, Private Wealth Management, Retirement Plan Services, Estate Planning, Insurance Solutions, Business Succession Planning, Tax Management, Multi-Family Office Services |
Founded | 2007 |
Employees Turnover 4 quarter 2025
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Length of Employment
Employee tenure at Innovia Wealth shows a diverse range of experience levels:
9% have been with the company for less than 1 year27% for 1–2 years27% for 3–4 years18% for 5–7 years9% for 8–10 years9% have over 11 years of service at Innovia WealthDiscover More
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Innovia Wealth
Michael Berkemeier
Managing Director - Founder
Isaiah Bleiler
Wealth Advisor
Connor McDevitt
Director of Retirement Plan Services
Peter Ross
Wealth Advisor
Jake Petrick
Financial Planner
Olivia Frantti
Financial Planner
Micah Kinde
Financial Planner
Steven Lloyd
CSA Associate
Jamie Freeman
Wealth Management Client Service Associate
Drew Boatright
Wealth Advisor
Tom Pantlind
Senior Wealth Advisor
Andrew Balk
Financial Planner
Grace Touchette
Financial Planner
Greg Bosch
Chief Investment Officer
Drew Boatright
Wealth Advisor
Heidi Meeuwenberg
Client Services Advisor
Jacob Watson
Senior Wealth Advisor
Alex Timmer
Director of Client Services
Samantha Doletzky
Manager of Retirement Plan Services
Marleigh Plachecki
Director of Finance And Human Resources
Bobbi Jo Blanton
Chief Operations Officer
Stacy Ellis Spain
Chief Compliance Officer
Liza Wilkes
Client Service Advisor
John Vande Guchte
Partner
Jazmen Favreau
Compliance Associate
Aaron Sygiel
Executive Assistant
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FAQ
Innovia Wealth operates in the Finance industries. More details can be found on the official website: InnoviaWealth.com.
The headquarters of Innovia Wealth are located in Grand Rapids, United States.
You can contact Innovia Wealth by phone at 616.719.5007.
Innovia Wealth currently employs 10-50 people.
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