Andrew J. Boatright
INNOVIA WEALTH
Grand Rapids, MI 49503
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CRD#: 6809791
Professional summary
Andrew Jensen Boatright, CFP®, who also goes by Andrew Boatright, Drew Jensen Boatright, is a registered financial advisor currently at INNOVIA WEALTH, LLC located in Grand Rapids, Michigan.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Andrew has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andrew Boatright | Drew Jensen Boatright
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: Davenport University whether the business is investment-related; no the address of the other business; 6191 Kraft Ave SE, Grand Rapids, MI 4951 the nature of the other business; Private University your position; Finance Department Advisory Board Member title, or relationship with the other business; Alumni the start date of your relationship; 11/29/2022 the approximate number of hours/month you devote to the other business; 1 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Be an advisory resource for the Davenport University finance department faculty and students to help them meet their goals and objectives. The board meets 3 times a year at the end of each school semester.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Jensen Boatright'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®
CFP®
Start date: 2021
Experience
Current
January 4, 2020 - Present
INNOVIA WEALTH, LLC
Office #1: 171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503RIA
CRD#: 289913
Grand Rapids, MI
Past
September 30, 2019 - January 17, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
GRAND RAPIDS, MI
Past
August 30, 2019 - January 17, 2020
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
Arizona(5/3/2023)
IAR
California(3/6/2023)
IAR
Colorado(11/27/2023)
IAR
Florida(4/24/2023)
IAR
Illinois(3/6/2023)
IAR
Michigan(1/4/2020)
IAR
Minnesota(3/6/2023)
IAR
Ohio(1/8/2024)
IAR
Texas(10/10/2024)
IAR
Wisconsin(3/6/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/30/2019
General Securities Representative ExaminationGeneral 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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