Tyler J. Demoss

INNOVIA WEALTH

Grand Rapids, MI 49503

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CRD#: 7696199

Professional summary

Tyler J Demoss is a registered financial advisor currently at INNOVIA WEALTH, LLC located in Grand Rapids, Michigan.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Tyler has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler J Demoss's CRS (Customer Relationship Summary).

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®

None

Experience

Current

April 23, 2026 - Present

INNOVIA WEALTH, LLC

Office #1: 171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503

RIA

CRD#: 289913

Grand Rapids, MI

Past

October 11, 2024 - March 27, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

GRAND RAPIDS, MI

Past

May 6, 2024 - March 27, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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".

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

Illinois
(4/23/2026)

IAR

Michigan
(4/23/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/10/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/4/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/29/2024

Securities Industry Essentials Examination

Current Firm

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)

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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

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INNOVIA WEALTH FORM ADV PART 2A (5/8/2025)

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
01/12/2026	Cover Page	Report
05/15/2025	Cover Page	Report

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.

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Tyler J. Demoss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler J Demoss's CRS (Customer Relationship Summary).

Certified licenses

Experience

INNOVIA WEALTH, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

INNOVIA WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/10/2024

Series 7TO

Date: 5/4/2024

SIE

Date: 1/29/2024

Current Firm

INNOVIA WEALTH, LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

INNOVIA WEALTH, LLC

TRUST BUT VERIFY

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