GB
Gregory A. Bosch
INNOVIA WEALTH
Grand Rapids, MI 49503
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CRD#: 5236111
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Professional summary
Gregory A Bosch, who also goes by Gregory Allen Bosch, is a registered financial advisor currently at INNOVIA WEALTH, LLC located in Grand Rapids, Michigan.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Gregory has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gregory Allen Bosch
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
the name of the other business: TCW Capital, LLC whether the business is investment-related: Yes the address of the other business: 710 Chancellor DR SW, Grandville, MI 49418 the nature of the other business: Collective investment into a car wash franchise. your position: Manager title, or relationship with the other business: Manager the start date of your relationship: 01/2023 the approximate number of hours/month you devote to the other business: 5 hours per month the number of hours you devote to the other business during securities trading hours: 2 hours per month and briefly describe your duties relating to the other business: collective investment into a car wash franchise the name of the other business: CFM Capital whether the business is investment-related: Yes the address of the other business: 151 Central Ave #200, Holland, MI 49423 the nature of the other business: Consulting your position: Consultant title, or relationship with the other business: Consultant the start date of your relationship: 09/2024 the approximate number of hours/month you devote to the other business: Less than 2 hours per year the number of hours you devote to the other business during securities trading hours: Less than 2 hours per year and briefly describe your duties relating to the other business: Meets with management to review their reports and make sure they are accurate.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory A Bosch's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 11, 2024 - Present
INNOVIA WEALTH, LLC
Office #1: 171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503RIA
CRD#: 289913
Grand Rapids, MI
Past
June 8, 2007 - February 2, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
GRAND RAPIDS, MI
Past
March 21, 2007 - February 2, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
GRAND RAPIDS, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IW
INNOVIA WEALTH, LLC
INNOVIA WEALTH, LLC | STRATEGIES WEALTH ADVISORS, LLC | STRATEGIES WEALTH ADVISORS | MTB OF MICHIGAN, LLC
CRD#: 289913 / SEC#: 801-112177
RIA
Registered Investment Advisory firm - (12/15/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(9/11/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IW
INNOVIA WEALTH, LLC
INNOVIA WEALTH, LLC | STRATEGIES WEALTH ADVISORS, LLC | STRATEGIES WEALTH ADVISORS | MTB OF MICHIGAN, LLC
CRD#: 289913 / SEC#: 801-112177
RIA
Registered Investment Advisory firm - (12/15/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503
Mailing Address
Phone number
(616) 719-5007
Established
Firm type
Fiscal year end
# of Employees
30
SEC notice filing (18 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,295 |
| AUM (Assets Under Management) | $ 2,430,721,931 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/15/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INNOVIA WEALTH, LLC
CRD#: 289913Grand Rapids, MI 49503TRUST BUT VERIFY
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