ZT
Zachary J. Terpstra
INNOVIA WEALTH
Grand Rapids, MI 49503
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CRD#: 7297235
ZT
Professional summary
Zachary J Terpstra is a registered financial advisor currently at INNOVIA WEALTH, LLC located in Grand Rapids, Michigan.
Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Zachary has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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: Virtual Capital Management whether the business is investment-related: Invesment Related the address of the other business: 2222 Valentine Blvd NW, Grand Rapids, MI 49525 the nature of the other business: Private Invesmtnet Vehicle for real estate holdings your position: founder/principal the start date of your relationship: 07/2020 the approximate number of hours/month you devote to the other business:10 hours per month the number of hours you devote to the other business during securities trading hours: 0 hours during the trading day and briefly describe your duties relating to the other business: managing rental properties and their tenants, reporting. the name of the other business: Dawning Properties LLC whether the business is investment-related: Invesment Related the address of the other business: 1787Grand Ridge Ct NE, Suite 200, Grand Rapids, MI 49525 the nature of the other business: holding company for singular rental property your position: Manager of the LLC the start date of your relationship: 01/21/2019 the approximate number of hours/month you devote to the other business:1-2 hours per month the number of hours you devote to the other business during securities trading hours: 0 hours during the trading day and briefly describe your duties relating to the other business: rental properties
CRS (Client Relationship Summary) - RIA
Click below to view Zachary J Terpstra'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
August 31, 2023 - Present
INNOVIA WEALTH, LLC
Office #1: 171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503RIA
CRD#: 289913
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
Alabama(5/1/2024)
IAR
Arizona(11/6/2023)
IAR
California(5/1/2024)
IAR
Colorado(8/31/2023)
IAR
Florida(10/6/2023)
IAR
Georgia(3/26/2024)
IAR
Illinois(8/31/2023)
IAR
Indiana(8/31/2023)
IAR
Louisiana(5/30/2024)
IAR
Michigan(8/31/2023)
IAR
Minnesota(8/31/2023)
IAR
Ohio(10/26/2023)
IAR
Oregon(5/1/2024)
IAR
Pennsylvania(5/1/2024)
IAR
Texas(8/31/2023)
IAR
Virginia(5/1/2024)
IAR
Washington(5/1/2024)
IAR
Wisconsin(8/31/2023)
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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