Novem Wealth LLC
CRD 344800SEC# 801-137739Dallas, TX
No longer SEC-registered. Novem Wealth LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
6
Accounts
—
Location
Dallas, TX
Novem Wealth LLC assets under management
Novem Wealth LLC is an SEC-registered investment adviser based in Dallas, TX. It employs 6 people.
Novem Wealth LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bobby Neal Johnson Control | Founding Partner & Member | Under 5% | 2026 |
| Jennifer P Johnson Control | Founding Partner | Under 5% | 2026 |
| Kelly Coffield Perkins Control | Founding Partner & Member | Under 5% | 2026 |
| Novem Capital Holdings LLC Control | Managing Member | Over 75% | 2026 |
| Susan M Brodnick | Chief Compliance Officer | Under 5% | 2026 |
| Bobby Neal Johnson Control | Member | 50-75% | 2026 |
| Kelly Coffield Perkins Control | Member | 50-75% | 2026 |
Frequently asked questions
How many employees does Novem Wealth LLC have?
Novem Wealth LLC reports 6 employees.
Where is Novem Wealth LLC located?
Novem Wealth LLC is based in Dallas, TX.
Does Novem Wealth LLC disclose fund performance?
Novem Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Crescent Court Suite 550, Dallas, TX 75201 |
| Office hours | 8a.m. - 5p.m. |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 56%
More than 44% of 16,799 advisers