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⚲
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| Nova Financial LLC
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|
|---|---|
| CRD # | 150148 |
| SEC # | 801-79612 |
| CIK # | 0001109345 |
| AUM | $469.4 M (2026-03-29) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 520-745-5555 |
| Address | 1630 E River Rd Tucson, AZ 85718 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 594 | 192.6 |
| (b) Individuals (high net worth individuals) | 144 | 276.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,388 | 469.4 |
| By Discretionary | ||
| Discretionary | 1,384 | 468.9 |
| Non-Discretionary | 4 | 0.5 |
| Total | 1,388 | 469.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 468.4 | |
| Total | 1,388 | 469.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0001109345] | |
| 4 | [0001109345] | |
| 6-K | [0001109345] | |
| SC 13G | [0001109345] |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Nova Ltd | |
| Waisman Gabriel | |
| Garty Yaniv | |
| Oppenhaim Eitan | |
| Simon Zehava | |
| Sagiv Sarit | |
| Cohen Avi | |
| Cohen Raanan | |
| Hadar Rami | |
| Kizner Guy | |
| Wolfing Shay |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cape Investment Advisory Inc
✚
|
GA | 0.5 |
|
Lighthouse Financial Services Inc
✚
|
CA | 0.5 |
|
Mason & Associates LLC
✚
|
VA | 0.5 |
|
Sterling Group Wealth Management LLC
✚
|
CA | 0.5 |
|
Kassouf Wealth Advisors LLC
✚
|
AL | 0.5 |
|
Sand Creek Capital LLC
✚
|
ID | 0.5 |
|
Alliance Private Wealth LLC
✚
|
MA | 0.5 |
|
First Citizens Asset Management Inc
✚
|
NC | 0.5 |
|
DEW Wealth Management LLC
✚
|
AZ | 0.5 |
|
Tufton Capital Management LLC
✚
|
MD | 0.5 |