Nova Wealth Management, Inc.
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
FINTRXOverview
Nova Wealth Management, Inc. is an independent, individual-owned registered investment adviser that provides wealth management and planning for individuals and families. The firm is SEC-registered (registration year 2023) and combines portfolio management and financial planning with insurance brokerage services. Fee arrangements include a percentage-of-assets model alongside hourly billing. Client-facing services listed for the firm include financial planning, portfolio management for individuals and small businesses, and pension consulting services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities20%
- Investment Grade Corp Bonds7%
- Cash & Cash Equivalents4%
- US Government Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 334Active vs passive
$187M in ETFs
78%
$146M
20%
$41.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 MOMENTUM ETF (SPMO) | Invesco | Passive | Large Blend | $11.9M | 73,567 | 6.35% |
Location
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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