Innovia Wealth
Asset Manager SEC-registered adviser
Legal name: Strategies Wealth Advisors, LLC
AUM
$3.3B
Regulatory AUM
Private funds
2
Other 1 · Private Equity 1
Private fund assets
—
Employees
31
Last Form D raise
—
From SEC Form ADV filing (filed Jul 20, 2026). View on SEC
People(4)
Owners and executive officers named on the firm's SEC Form ADV.
A
M
M
Funds(2)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Strategies+ Trm Equity Fund II Access Fund LLC | Private Equity | $50.4M | — | — | — | |
| Innovia Private Holdings, LP | Other | — | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 289913
- SEC file number
- 801-112177
- CIK
- 1976435
Sources
- SEC Form ADV Oct 14, 2026