# 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.

- CRD: 169450
- Filed as: NOVA WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bonita Springs, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169450
- AdvisorCensus page: https://advisorcensus.com/firm/nova-wealth-management-inc-bonita-springs-fl-169450

## Quick answers

**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.

**How much does Nova Wealth Management, Inc. charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Hourly rate: $250 an hour (financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Hourly rate: $250 an hour (financial planning)

> NWM charges an hourly fee of $250 for financial planning. Prior to the planning process the client will be provided an estimated plan fee.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $247,507,765
- Discretionary: $222,260,115
- Non-discretionary: $25,247,650

### Clients (Item 5.D)

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

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2023 (3 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, IL, NJ, NY, OH, PA, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Dallas, TX
- Naples, FL

### Websites listed on Form ADV (Item 1.I)
- [nova.wealth.mgmt](https://nova.wealth.mgmt)
- [novawealthmanagement.com](https://novawealthmanagement.com)
- Facebook @NovaWealthManagementInc
- Instagram @NOVAWEALTHMANAGEMENT
- YouTube @UCUJQEUBODJ6UTMNOCCNZY9G

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $113,804,287 | 9 | June 21, 2023 |
| October 2024 | $152,170,205 | 7 | September 6, 2024 |
| October 2025 | $190,976,776 | 7 | July 31, 2025 |
| October 2026 | $247,507,765 | 7 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### 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.

### February 2026
- Added an office in Naples, FL.
- Registered or notice-filed in GA, PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nova Wealth Management, Inc. (CRD 169450): Form ADV filing data as of October 2026.