Nova Wealth Management, Inc.
● SEC registered since 2023CRD 169450SEC# 801-128016Bonita Springs, FL
Reg. AUM
$247.5M
Employees
7
Accounts
739
Location
Bonita Springs, FL
Nova Wealth Management, Inc. assets under management
Nova Wealth Management, Inc. operates as an SEC-registered investment adviser based in Bonita Springs, FL. The firm has been registered since 2023. It reports $247.5 million in regulatory assets under management and employs 7 people.
Nova Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Christine Novakovich Control | Chief Compliance Officer/Ceo | 50-75% | 2013 |
| James Peter Novakovich Control | President | 50-75% | 2013 |
Frequently asked questions
How much does Nova Wealth Management, Inc. manage?
Nova Wealth Management, Inc. reports $247.5 million in regulatory assets under management on its Form ADV.
How many employees does Nova Wealth Management, Inc. have?
Nova Wealth Management, Inc. reports 7 employees.
Where is Nova Wealth Management, Inc. located?
Nova Wealth Management, Inc. is based in Bonita Springs, FL and has been SEC-registered since 2023.
Does Nova Wealth Management, Inc. disclose fund performance?
Nova Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 24311 Walden Center Dr, Suite 200, Bonita Springs, FL 34134 |
| Phone | 239-444-1794 |
| Fax | 888-908-6052 |
| Office hours | 9-4:30 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$247.5M▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$247.5Mregulatory AUM
Discretionary $222.3MNon-discretionary $25.2M