Novi Wealth Partners
Firm details
- Headquarters
- Princeton, New Jersey
- CRD number
- 166539
- Registered since
- January 1, 2013
- Website
- www.noviwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.72%
- Individuals9.89%
- Pension & Profit Sharing Plans0.38%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Novi Wealth Partners is an independent, individually owned registered investment adviser that began SEC registration in 2013. The firm serves both high-net-worth individuals and families as well as institutional clients, positioning itself as a capital allocator that combines financial planning with discretionary and non-discretionary portfolio management. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of other advisers. Fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee engagements.
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
- Exchange Traded Equities53%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents4%
- State & Local Bonds2%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 192Active vs passive
$385M in ETFs
27%
$104M
73%
$281M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $43.6M | 833,464 | 11.33% |
Location
Princeton, NJ
Mercer
Location
Princeton, NJ
Headquartered in Princeton, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Mercer
- Address
- 512 Executive Dr
- Time zone
- ET (UTC-5)
- Office locations
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