Strategies Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, pension consulting, education planning, estate planning, family office services, insurance, philanthropic planning, and tax planning. Financial planning was provided to 1,000 clients last fiscal year. The firm advises 2 private funds.
Strategies Wealth Advisors reports 804 clients. They include 368 individual clients, 359 high-net-worth individuals, and 64 pension and profit-sharing plans. Of its assets, 95.0% ($3.12B across 3,940 accounts) are managed with discretion; $165M across 38 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 46% | 9% |
| High-net-worth individuals | 45% | 76% |
| Pension and profit-sharing plans | 8% | 14% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 368 | $304M | 9.2% | $825K |
| High-net-worth individuals | 359 | $2.51B | 76.2% | $6.98M |
| Pension and profit-sharing plans | 64 | $454M | 13.8% | $7.09M |
| Charitable organizations | 1 | $857K | 0.0% | $857K |
| Corporations and other businesses | 12 | $23.5M | 0.7% | $1.96M |
| Total | 804 | $3.29B | 100% | $4.09M |
- Clients
- 368
- Regulatory AUM
- $304M
- AUM share
- 9.2%
- Avg. per client
- $825K
- Clients
- 359
- Regulatory AUM
- $2.51B
- AUM share
- 76.2%
- Avg. per client
- $6.98M
- Clients
- 64
- Regulatory AUM
- $454M
- AUM share
- 13.8%
- Avg. per client
- $7.09M
- Clients
- 1
- Regulatory AUM
- $857K
- AUM share
- 0.0%
- Avg. per client
- $857K
- Clients
- 12
- Regulatory AUM
- $23.5M
- AUM share
- 0.7%
- Avg. per client
- $1.96M
Total
- Clients
- 804
- Regulatory AUM
- $3.29B
- AUM share
- 100%
- Avg. per client
- $4.09M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 2
- Financial planning clients last fiscal year
- 1000
Strategies Wealth Advisors charges 0.35%–1.00% a year for its Investment Management Fee. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is billed on an hourly fee not exceeding $1,000 an hour, or on a flat or project fee that typically does not exceed $75,000.
Innovia Wealth Holdings, LLC owns 75% or more of Strategies Wealth Advisors and is in turn owned by Michael Berkemeier (25–50%) and Aaron Veldheer (25–50%). It has 31 employees, 17 of them in advisory roles.
Leadership
- Michael BerkemeierManaging Director
- Mark GhafariPartner
- John Vande GuchtePartner
- Aaron VeldheerManaging Director/CCO
Investment adviser representatives
18 representatives listed in the SEC register as of 9 October 2026.
- Michael Thomas Berkemeier
- Isaiah Steven Bleiler
- Andrew Jensen Boatright
- Gregory A Bosch
- Andrea Siegel Command
- Tyler J DeMoss
- Samantha Doletzky
- Mark Georges Ghafari
- Douglas Joseph Kadison
- Micah Kinde
- George Pantlind II
- Jacob Nicholas Petrick
- Reese Anthony Pustover
- Peter Edward Ross
- Alex Douglas Timmer
- John Edward Vande Guchte
- Aaron J Veldheer
- Jacob Roderick Watson
Staff
- 31 employees
- 17 in advisory functions
- 17 state-registered reps
- 3 insurance agents
- Owns 75% or more of Strategies Wealth Advisors, LLC
Innovia Wealth Holdings, LLC
since April 2025
- Owns 25% to 50% of Innovia Wealth Holdings, LLC
Michael Berkemeier
Control person · since April 2025
- Owns 25% to 50% of Innovia Wealth Holdings, LLC
Aaron Veldheer
Control person · since April 2025
Strategies Wealth Advisors’ regulatory assets grew 4.6× from $720M (March 2021) to $3.29B (July 2026); clients rose from 386 to 804 and employees from 15 to 31.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $3.29B | 804 | 31 | 3 |
| May 2025 | $2.43B | 750 | 30 | 2 |
| March 2024 | $2.04B | 659 | 26 | 2 |
| March 2023 | $1.41B | 515 | 23 | 2 |
| May 2022 | $1.29B | 482 | 14 | 3 |
| March 2021 | $720M | 386 | 15 | 3 |
Besides its headquarters, Strategies Wealth Advisors has 2 offices, with 3 listed addresses in Illinois and Michigan.
Michigan · 2 listed addresses
- 171 Monroe Ave. NW, Suite 800, Grand RapidsHQ
- 255 E Brown Street, Birmingham
Illinois · 1 listed address
- 20 North Wacker Drive, Chicago
Contact and registration details
- Legal name
- Strategies Wealth Advisors, LLC
- Headquarters
- 171 Monroe Ave. NW, Suite 800, Grand Rapids, MI 49503
- Website
- innoviawealth.com
- Phone
- 616-719-5007
- @innovia-wealth
- SEC file
- 801-112177
- Structure
- Michigan LLC
- Fiscal year end
- December
Strategies Wealth Advisors uses Fidelity ($2.2B, 74%) and Charles Schwab ($794M, 26%) as custodians for its separately managed accounts. Strategies Wealth Advisors has custody of $1.41B in client assets for 448 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $794M26%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $2.2B74%
At year end, Strategies Wealth Advisors’ separately managed accounts were largely in stocks (45%) and funds (33%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.12B across 202 positions; the largest are SPDR Index Shs Fds (15.4%), Vanguard Index Fds (14.2%) and Vanguard Index Fds (12.7%).
What the accounts hold
- Stocks45%
- Funds33%
- Registered funds24%
- Pooled vehicles9%
- Bonds8%
- State and local bonds5%
- Investment grade corporate bonds2%
- U.S. government and agency bonds1%
- Cash13%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $1.12B
- Reported 13F value
- 202
- Positions
- 70.0%
- In the 10 largest
- +12.3%
- Value vs. prior quarter
- SPDR Index Shs Fds · ST Str PO EX ETF15.4%
- Vanguard Index Fds · Value ETF14.2%
- Vanguard Index Fds · Growth ETF12.7%
- iShares TR · Core Div Grwth7.5%
- iShares TR · MSCI USA Qlt Fct5.4%
- Vanguard Index Fds · Sml CP Grw ETF4.1%
- Vanguard Index Fds · SM CP Val ETF3.3%
- Blackrock ETF Trust · iShares US Equit2.6%
- iShares TR · Core MSCI Eafe2.5%
- iShares TR · Core S&P US Gwt2.3%
Together, the ten largest are 70.0% of reported value.
How many clients does Strategies Wealth Advisors have?
Strategies Wealth Advisors has 804 clients and manages $3.29 billion for them, as of July 2026. They include 368 individual clients, 359 high-net-worth individuals, and 64 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 July 2026
What services does Strategies Wealth Advisors offer?
Strategies Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, pension consulting, education planning, estate planning, family office services, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Strategies Wealth Advisors charge?
Strategies Wealth Advisors charges 0.35%–1.00% a year for its Investment Management Fee.
Source: INNOVIA WEALTH FORM ADV PART 2A, filed 31 March 2026
Which custodians does Strategies Wealth Advisors use?
Strategies Wealth Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $2.2B and Charles Schwab & Co., Inc. (San Francisco, CA), with $794M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 July 2026
How many financial advisors does Strategies Wealth Advisors have?
Strategies Wealth Advisors has 17 investment adviser representatives registered with state securities authorities, out of 31 employees, and 17 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Strategies Wealth Advisors invest in?
At the end of its last fiscal year, Strategies Wealth Advisors’ separately managed accounts held 45% exchange-traded equities, 24% registered funds (mutual funds, ETFs, BDCs), 13% cash and equivalents, 9% pooled vehicles (private funds and similar), 5% state and local bonds, 2% investment grade corporate bonds and 1% U.S. government and agency bonds. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Strategies Wealth Advisors?
Strategies Wealth Advisors is owned through a holding company by Michael Berkemeier and Aaron Veldheer. Its direct owner is Innovia Wealth Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 July 2026
How does Strategies Wealth Advisors get paid?
Strategies Wealth Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Strategies Wealth Advisors registered with the SEC?
Yes, Strategies Wealth Advisors has been registered with the SEC as an investment adviser since 15 December 2017. Its CRD number is 289913 and its SEC file number is 801-112177.
Source: Form ADV Part 1A, Item 1, filed 20 July 2026; IAPD firm record
How do I contact Strategies Wealth Advisors?
Strategies Wealth Advisors’ main office is at 171 Monroe Ave. NW, Suite 800, Grand Rapids, MI 49503. Its phone number is 616-719-5007. Its website is innoviawealth.com.