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| Keyboard |
| Nova Wealth Management Inc
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|---|---|
| CRD # | 169450 |
| SEC # | 801-128016 |
| CIK # | 0002051980 |
| AUM | 247.5 M (2026-03-30) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 239-444-1794 |
| Address | 24311 Walden Center Dr Bonita Springs, FL 34134 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.0 | ||
| Palantir Technologies Inc | 1.8 | ||
| Alphabet Inc | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 203 | 53.7 |
| (b) Individuals (high net worth individuals) | 65 | 193.8 |
| (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 | 739 | 247.5 |
| By Discretionary | ||
| Discretionary | 717 | 222.3 |
| Non-Discretionary | 22 | 25.2 |
| Total | 739 | 247.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 247.5 | |
| Total | 739 | 247.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002051980] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Gramercy Strategic Capital LLC
✚
|
247.9 M | |
|
Focus Wealth Advisors LLC
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|
TX | 247.6 M |
|
Keystone Financial Group Inc
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GA | 247.4 M |
|
KRAL Financial Advisors LLC
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247.4 M | |
|
BPP Wealth Solutions LLC
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NJ | 247.3 M |
|
Blueline Advisors LLC
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NH | 247.2 M |
|
Anchor Bay Capital Inc
✚
|
CA | 247.1 M |
|
AGP Franklin LLC
✚
|
TN | 247.1 M |
|
Intervest Ltd
✚
|
MD | 247.0 M |
|
Northern Edge Wealth Management LLC
✚
|
MI | 246.9 M |