Gregory A Bosch
Investment adviser representative at Innovia Wealth, LLC
20 yearsExperience
1 stateRegistered in
CFADesignation
$3.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Innovia Wealth, LLCSep 2024 to now
- Liv CommunitiesFeb 2018 to Aug 2024
- Bank of America, N.A.Aug 2014 to Jan 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2006 to Jan 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (MI).
Innovia Wealth, LLC
Legal name: Strategies Wealth Advisors, LLC
$3.3BAssets managed
804Clients
18Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5236111
- Firm CRD
- 289913