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NOVI WEALTH PARTNERS
PRIVATE WEALTH MANAGEMENT GROUP LLC
CRD 166539 · SEC 801-77565
512 EXECUTIVE DRIVE, PRINCETON, NJ, 08540, United States
Phone
609-921-7002
Fax
609-921-2858
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$612.8M
Discretionary AUM
$610.4M
Team
11 total employees; 7 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $60.6M |
| High net worth individuals | 150 | $549.8M |
| Pension/profit sharing plans | 2 | $2.4M |
States served
VT, NJ, NY, PA, VA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD