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| Nova Wealth Management Inc
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| |
|---|---|
| CRD # | 169450 |
| SEC # | 801-128016 |
| CIK # | |
| AUM | $152.2 MM (2024-08-07) |
| Employees | 7 (71% Investors, 14% Brokers) |
| Phone | 239-444-1794 |
| Address | 24311 Walden Center Dr Bonita Springs, FL 34134 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 210 | 50.3 |
| (b) Individuals (high net worth individuals) | 43 | 101.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 623 | 152.2 |
| By Discretionary | ||
| Discretionary | 613 | 135.4 |
| Non-Discretionary | 10 | 16.7 |
| Total | 623 | 152.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 152.2 | |
| Total | 623 | 152.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Dai Wealth LLC
✚
|
GA | 0.2 |
|
Taurus Capital Advisors LLC
✚
|
OR | 0.2 |
|
Crusonia Wealth Advisors LLC
✚
|
CO | 0.2 |
|
Aspen Private Advisors LLC
✚
|
SD | 0.2 |
|
Kirtland Hills Capital Management LLC
✚
|
OH | 0.2 |
|
D & P Investment Advisors Ltd
✚
|
RI | 0.2 |
|
Cramer & Rauchegger Inc
✚
|
FL | 0.2 |
|
Spectrum Planning & Advisory Services Inc
✚
|
CA | 0.2 |
|
Arbor Private Wealth LLC
✚
|
VA | 0.2 |
|
Westbourne Investments Inc
✚
|
VA | 0.2 |