NOVA WEALTH MANAGEMENT, INC.

RIASEC RegisteredEst. 2023
Total AUM
$248M
Discretionary
$222M
90% of AUM
Avg account
$335K
Accounts
739
Employees
7
Advisory reps
7

Firm details

Headquarters
BONITA SPRINGS, Florida
CRD number
169450
Registered since
May 19, 2023
Website
novawealthmanagement.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI78.29%
  • Individuals21.71%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Nova Wealth Management, Inc. is an independent registered investment adviser formed as a corporation and owned by an individual. The firm serves primarily individual and family clients and provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. It also operates as an insurance broker and charges fees on a percentage-of-AUM basis while offering hourly engagements for some services. Nova registered with the SEC in 2023 and does not describe itself as a capital allocator or an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 61%, Exchange Traded Equities 20%, Investment Grade Corp Bonds 7%, Cash & Cash Equivalents 4%, US Government Bonds 3%, Other 2%, Non-Exchange Traded Equities 1%, State & Local Bonds 1%, Derivatives 1%61%
  • Public Funds/Mutual Funds61%
  • Exchange Traded Equities20%
  • Investment Grade Corp Bonds7%
  • Cash & Cash Equivalents4%
  • US Government Bonds3%

Owners & executives

1 of 1

  • Stephanie Gomez

    Co-Founder, President & CEOCRD 8222852

Contacts

3 of 6

  • Scott Nelson

    Investment Adviser RepresentativeCRD 7736868

  • STEPHEN HERRINGTON

    Wealth AdvisorCRD 6840704

  • TAMARA CLINGAN

    Wealth AdvisorCRD 3271631

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 348

Active vs passive

$159M in ETFs

Passive

78%

$124M

Active

21%

$35.4M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO S&P 500 MOMENTUM ETF (SPMO)InvescoPassiveLarge Growth$8.2M73,0765.14%
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Location

Primary office

BONITA SPRINGS, FL

LEE

Location

BONITA SPRINGS, FL

Headquartered in BONITA SPRINGS, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area
Cape Coral-Fort Myers-Naples, FL
Region
South
County
LEE
Address
24311 Walden Center Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth