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Building 2NOVA WEALTH MANAGEMENT, INC.

Map pinBONITA SPRINGS, FL
Phone239-444-1794
NotebookSEC #801-128016
Total AUM
$247.5M
Employees
7
Clients
276

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
Other Offices
2

ReceiptFinancials

Total AUM
$247.5M
Accounts
739
Discretionary
$222.3M
Accounts
717
Non-Discretionary
$25.2M
Accounts
22

ContactClients

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Individual Clients
203
AUM
$53.7M
HNW Individual Clients
65
AUM
$193.8M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILNJNYOHPATXWI

HandshakeAffiliates

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

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