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Nova Wealth Management, Inc.

● SEC registered since 2023CRD 169450SEC# 801-128016Bonita Springs, FL
Export (members)
Reg. AUM
$191M
Employees
7
Accounts
682
Location
Bonita Springs, FL

Nova Wealth Management, Inc. assets under management

Nova Wealth Management, Inc. operates as an SEC-registered investment adviser based in Bonita Springs, FL. The firm has been registered since 2023. It reports $191 million in regulatory assets under management and employs 7 people.
www.novawealthmanagement.comView on SEC.gov ↗

Nova Wealth Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Amy Christine Novakovich ControlChief Compliance Officer/Ceo50-75%2013
James Peter Novakovich ControlPresident50-75%2013

Frequently asked questions

How much does Nova Wealth Management, Inc. manage?

Nova Wealth Management, Inc. reports $191 million in regulatory assets under management on its Form ADV.

How many employees does Nova Wealth Management, Inc. have?

Nova Wealth Management, Inc. reports 7 employees.

Where is Nova Wealth Management, Inc. located?

Nova Wealth Management, Inc. is based in Bonita Springs, FL and has been SEC-registered since 2023.

Does Nova Wealth Management, Inc. disclose fund performance?

Nova Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address24311 Walden Center Dr, Suite 200, Bonita Springs, FL 34134
Phone239-444-1794
Fax888-908-6052
Office hours9-4:30
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$174.3M
Non-discretionary$16.7M
Total (RAUM)$191M