Innova Wealth

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

2950 North Loop W Ste 1200, Houston, Tex...

Phone Number

(832) 783-7771

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Innova Wealth

Innova Wealth, LLC is a registered investment advisory firm based in Houston, Texas, dedicated to simplifying clients' financial lives and helping them achieve their retirement goals. The firm comprises CPAs and wealth advisors who provide independent financial and tax guidance, ensuring a fiduciary responsibility solely to their clients. They employ an innovative wealth management model that encompasses a comprehensive view of clients' financial situations while collaborating with their key advisors, such as CPAs, attorneys, and insurance agents. Innova Wealth offers services including portfolio management, strategic partnerships, and second opinion consultations.Explore more
Innova Wealth's Social MediaPopular SearchesInnova Wealth LLCInnovaWealth Capital LLCInnova Wealth Fund I LLCInnova Wealth Fund Manager LLCSIC Code 62,628NAICS Code 52,523Show more

Innova Wealth Org Chart

PhoneEmail
AK
United States flag for contact location.

Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Innova Wealth

<$5M
1-10
Private
-
2015
AK
Amber KoenigManager, Operations
<$5M
11-50
Private
-
2018
N/A
<$5M
1-10
Private
-
2014
SW
Sarah WilliamsWealth Advisor
<$5M
1-10
Private
-
2010
LO
Laura OdegaardDirector, Client Services
<$5M
11-50
Private
-
2015
AR
Andrew RafalPresident & Founder
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
-
KB
Karen BertherClient Relations Managers
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Innova Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Innova Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Innova Wealth.

Innova Wealth Tech Stack

A closer look at the technologies used by Innova Wealth

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Frequently Asked Questions Regarding Innova Wealth

What is Innova Wealth's official website?
Innova Wealth's official website is www.innovawealthllc.com
What is Innova Wealth's Revenue?
Innova Wealth's revenue is <$5 Million
What is Innova Wealth's SIC code?
Innova Wealth's SIC: 62,628
What is Innova Wealth's NAICS code?
Innova Wealth's NAICS: 52,523
How many employees does Innova Wealth have?
Innova Wealth has 1-10 employees
What industry does Innova Wealth belong to?
Innova Wealth is in the industry of: Finance, Securities Trading
What is Innova Wealth competition?
Innova Wealth top competitors include: Bayntree Wealth Advisors, Ratcliff Financial Services, Tedstrom Wealth, Triton Wealth
What technology does Innova Wealth use?
Some of the popular technologies that Innova Wealth uses are: Drupal, Cloudflare CDN, AddToAny, Google Tag Manager
How do I contact Innova Wealth?
Innova Wealth contact info: Phone number: (832) 783-7771 Website: www.innovawealthllc.com
What does Innova Wealth do?

Innova Wealth, LLC is a registered investment advisory firm based in Houston, Texas, dedicated to simplifying clients' financial lives and helping them achieve their retirement goals. The firm comprises CPAs and wealth advisors who provide independent financial and tax guidance, ensuring a fiduciary responsibility solely to their clients. They empl... oy an innovative wealth management model that encompasses a comprehensive view of clients' financial situations while collaborating with their key advisors, such as CPAs, attorneys, and insurance agents. Innova Wealth offers services including portfolio management, strategic partnerships, and second opinion consultations.Read More

What are Innova Wealth social media links?
Innova Wealth Linkedin page
Is Innova Wealth a public company?
Innova Wealth is private company therefore does not currently have an official ticker symbol
See more information about Innova Wealth

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