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NOVA WEALTH MANAGEMENT, INC.
CRD 169450 · SEC 801-128016
24311 WALDEN CENTER DR, SUITE 200, BONITA SPRINGS, FL, 34134, United States
Phone
239-444-1794
Fax
888-908-6052
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$247.5M
Discretionary AUM
$222.3M
Team
7 total employees; 7 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 203 | $53.7M |
| High net worth individuals | 65 | $193.8M |
States served
CA, GA, IL, NJ, NY, OH, PA, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD