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Building 2NOVA WEALTH MANAGEMENT, INC.

Map pinBONITA SPRINGS, FL
Phone239-444-1794
NotebookSEC #801-125696
Total AUM
$112.9M
Employees
7
Clients
236

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
24311 WALDEN CENTER DR
SUITE 200
BONITA SPRINGS
FL 34134
United States
Operating Hours
9-4:30
Monday - Friday
Phone
239-444-1794

ReceiptFinancials

Total AUM
$112.9M
Accounts
539
Discretionary
$104.6M
Accounts
531
Non-Discretionary
$8.4M
Accounts
8

ContactClients

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Individual Clients
211
AUM
$61.6M
HNW Individual Clients
25
AUM
$51.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ILMNOHTXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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