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AC

Andrea S. Command

INNOVIA WEALTH
Grand Rapids, MI 49503
Some features on this profile are disabled
CRD#: 7861570
AC

Professional summary


Andrea Siegel Command, who also goes by Andrea Command, is a registered financial advisor currently at INNOVIA WEALTH, LLC located in Grand Rapids, Michigan.

Andrea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Andrea has worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Andrea Command

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 Andrea Siegel Command'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

January 29, 2024 - Present

INNOVIA WEALTH, LLC

Office #1: 171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503
RIA
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
Michigan
(1/29/2024)

Exams


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)
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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)


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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 Accounts3,295
AUM (Assets Under Management)$ 2,430,721,931

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
05/15/2025
Cover Page

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 49503

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