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 1 offices throughout the country.

NOVA WEALTH MANAGEMENT, INC. is a Bonita Springs, Florida based Financial Planning firm with nearly $113,804,287 assets under management, offering retirement planning & investment advisory services to 607 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169450
SEC#	801-128016
Assets Managed by Firm	$113,804,287
No. of Clients	607
No. of Advisors	9

Fee Structure

A Percentage of AUM
Hourly charges

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services

Firm Client Information

	No. of Clients	AUM
Firm Total	607	$113,804,287
Individuals (other than high net worth individuals)	223	$47,661,192
High net worth individuals	31	$66,143,095

Inquire with NOVA WEALTH MANAGEMENT, INC.

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