Tyler J Demoss
Investment adviser representative at Innovia Wealth, LLC
11 yearsExperience
2 statesRegistered in
$3.3BFirm assets
8 yearsFirm in business
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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
11 years in the industry.
- Innovia Wealth, LLCMar 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2023 to Mar 2026
- Churchill MortgageAug 2020 to Dec 2022
- Cornerstone UniversityAug 2018 to Jun 2021
- Wheaton CollegeAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7696199
- Firm CRD
- 289913