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, privately owned registered investment adviser organized as a corporation and SEC-registered in 2023. The firm focuses on serving individual and family clients, combining financial planning and portfolio management for individuals and small businesses with pension consulting services. Nova also operates as an insurance broker and charges clients primarily as a percentage of assets under management, with hourly billing available for some advisory work. The firm does not position itself as a capital allocator and is not identified as 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

    Stephanie Gomez

    Co-Founder, President & CEOCRD 8222852

Contacts

3 of 6
  • Scott Nelson

    Scott Nelson

    Investment Adviser RepresentativeCRD 7736868

  • Stephen Herrington

    Stephen Herrington

    Wealth AdvisorCRD 6840704

  • Tamara Clingan

    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 334

Active vs passive

$187M in ETFs

Passive

78%

$146M

Active

20%

$41.2M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO S&P 500 MOMENTUM ETF (SPMO)InvescoPassiveLarge Growth$11.9M73,5676.35%
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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