ANNOVA LLC

Overview

Annova LLC is an independent registered investment adviser that operates as a fee-based wealth manager and capital allocator for both individual/family and institutional clients. The firm provides discretionary portfolio management and financial planning alongside selection of sub‑advisers, and it supplements advisory services with publications and educational seminars. It also acts as an insurance broker, which suggests integration of insurance solutions into client planning. Annova is not an active ESG investor and is structured as a limited liability company under individual ownership. Investment activity centers on managed, discretionary portfolios using public funds and mutual funds as the primary vehicle, while the firm also allocates to third‑party alternative managers across several strategies. The firm’s business model is percentage-of-AUM fees and it positions itself to combine traditional mutual fund-based core allocations with targeted external alternative exposures and insurance products where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices