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Nova Wealth Management, Inc.

Bonita Springs, FLSEC-registered investment adviserCRD 169450

Filed as NOVA WEALTH MANAGEMENT, INC.

Nova Wealth Management, Inc. is an SEC-registered investment advisory firm in Bonita Springs, FL, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

3 years
registered since 2023
$247,507,765
assets under management
2 arrangements
Percentage of assets, Hourly
None
disclosure items (Item 11)

Quick answers

From the filing

How is Nova Wealth Management, Inc. compensated?

On its Form ADV (Item 5.E, October 2026), Nova Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

Where is Nova Wealth Management, Inc. located?

Nova Wealth Management, Inc.'s principal office is in Bonita Springs, FL, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

Is Nova Wealth Management, Inc. registered with the SEC or a state?

Nova Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 169450.

How much does Nova Wealth Management, Inc. manage?

Nova Wealth Management, Inc. reports $247,507,765 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (90% discretionary).

How have Nova Wealth Management, Inc.'s assets and staff changed since 2023?

In the Form ADV data for Nova Wealth Management, Inc.: Regulatory assets under management: $113,804,287 in the October 2023 data and $247,507,765 in the October 2026 data, up 117%. Total employees: 9 in October 2023 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Nova Wealth Management, Inc. serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (203); high net worth individuals (65).

Which custodians does Nova Wealth Management, Inc. use?

Nova Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

Does Nova Wealth Management, Inc. report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/169450

What changed in Nova Wealth Management, Inc.'s recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $190,976,776 to $247,507,765 (+30%). Employees performing advisory functions went from 6 to 7.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

See the firm's brochure (dated March 30, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$247,507,765

$247,507,765 as of October 2026, filing dated March 30, 2026.

Discretionary: $222,260,115.Non-discretionary: $25,247,650.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 203 Assets $53,731,963 (22%)
High net worth individuals
Clients 65 Assets $193,775,802 (78%)
Banking or thrift institutions
Clients Fewer than 5 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients Fewer than 5 Assets $0 (0%)
Charitable organizations
Clients Fewer than 5 Assets $0 (0%)
State or municipal government entities (including government pension plans)
Clients Fewer than 5 Assets $0 (0%)
Other investment advisers
Clients Fewer than 5 Assets $0 (0%)
Insurance companies
Clients Fewer than 5 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients Fewer than 5 Assets $0 (0%)
Corporations or other businesses not listed above
Clients Fewer than 5 Assets $0 (0%)
Other
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2023 (3 years)
Employees
Total: 7. Performing investment advisory functions: 7.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)
2 other offices, as of the April 2026 filing
Dallas, TXNaples, FL
States registered or notice-filed
10 states or jurisdictions
CAFLGAILNJNYOHPATXWI

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$114M 2023 $152M 2024 $191M 2025 $248M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$247,507,7657March 30, 2026
October 2025$190,976,7767July 31, 2025
October 2024$152,170,2057September 6, 2024
October 2023$113,804,2879June 21, 2023

Regulatory assets under management: $113,804,287 in the October 2023 data and $247,507,765 in the October 2026 data, up 117%.

Total employees: 9 in October 2023 and 7 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Regulatory assets under management went from $190,976,776 to $247,507,765 (+30%).
    • Employees performing advisory functions went from 6 to 7.
  2. February 2026
    • Added an office in Naples, FL.
    • Registered or notice-filed in GA, PA.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
nova.wealth.mgmtnovawealthmanagement.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Nova Wealth Management, Inc. (CRD 169450): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/nova-wealth-management-inc-bonita-springs-fl-169450