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| Happy Holidays!! thanks for using AUM13F!! |
| Nova Wealth Management Inc
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| CRD # | 169450 |
| SEC # | 801-128016 |
| CIK # | 0002051980 |
| AUM | $191.0 M (2025-07-31) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 239-444-1794 |
| Address | 24311 Walden Center Dr Bonita Springs, FL 34134 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.0 | ||
| Microsoft Corp | 1.7 | ||
| Palantir Technologies Inc | 1.5 | ||
| Amazon Com Inc | 1.3 | ||
| Apple Inc | 1.2 | ||
| J P Morgan Chase & Co | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 219 | 65.6 |
| (b) Individuals (high net worth individuals) | 49 | 125.4 |
| (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 | 682 | 191.0 |
| By Discretionary | ||
| Discretionary | 671 | 174.3 |
| Non-Discretionary | 11 | 16.7 |
| Total | 682 | 191.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 191.0 | |
| Total | 682 | 191.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002051980] |
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|---|---|---|
|
Wernau Asset Management Inc
✚
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MA | 0.2 |
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Ball & Company Wealth Management Inc
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0.2 | |
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VT | 0.2 |
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Kohlhepp Investment Advisors Ltd
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TX | 0.2 |
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0.2 | |
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FL | 0.2 |
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KURE Advisory LLC
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MN | 0.2 |