NOVA WEALTH MANAGEMENT, INC.

24311 Walden Center Dr
Suite 200
Bonita Springs, Florida 34134
Tel: 239-444-1794

About NOVA WEALTH MANAGEMENT, INC.

NOVA WEALTH MANAGEMENT, INC, formally registered with the SEC as NOVA WEALTH MANAGEMENT, INC. The firm was established in 05/19/2023. They have over 2 offices throughout the country.

NOVA WEALTH MANAGEMENT, INC. is a Bonita Springs, Florida based Financial Planning firm with nearly $152,170,205 assets under management, offering retirement planning & investment advisory services to 623 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169450
SEC#	801-128016
Assets Managed by Firm	$152,170,205
No. of Clients	623
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	623	$152,170,205
Individuals (other than high net worth individuals)	210	$50,306,389
High net worth individuals	43	$101,863,816

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