# Novi Wealth Partners

> Novi Wealth Partners is an SEC-registered investment advisory firm in Princeton, NJ, registered since 2013, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 166539
- Filed as: NOVI WEALTH PARTNERS
- Legal name: Private Wealth Management Group LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Princeton, NJ
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166539
- AdvisorCensus page: https://advisorcensus.com/firm/novi-wealth-partners-princeton-nj-166539

## Quick answers

**How is Novi Wealth Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Novi Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Novi Wealth Partners charge?**
Its Form ADV Part 2A brochure dated March 23, 2026 states: Asset-based fee: 0.5% to 1.25% a year (a range, as the brochure states it); Flat fee: $2,500 to $100,000 (financial planning fees); Hourly rate: $150 to $450 an hour (financial planning and/or consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Novi Wealth Partners located?**
Novi Wealth Partners' principal office is in Princeton, NJ, according to its Form ADV.

**Is Novi Wealth Partners registered with the SEC or a state?**
Novi Wealth Partners is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 166539.

**How much does Novi Wealth Partners manage?**
Novi Wealth Partners reports $612,775,760 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Novi Wealth Partners' assets and staff changed since 2021?**
In the Form ADV data for Novi Wealth Partners: Regulatory assets under management: $295,729,545 in the October 2021 data and $612,775,760 in the October 2026 data, up 107%. Total employees: 9 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Novi Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (150); individuals (other than high net worth individuals) (120); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does Novi Wealth Partners use?**
Novi Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Novi Wealth Partners 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/166539

**What changed in Novi Wealth Partners' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 8 to 7. Regulatory assets under management went from $492,884,682 to $612,775,760 (+24%). Registered or notice-filed in VA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Asset-based fee: 0.5% to 1.25% a year (a range, as the brochure states it)

> The Advisory Fee charged shall vary (between 0.50% and 1. 25%) depending upon the market value of assets under management.

- Flat fee: $2,500 to $100,000 (financial planning fees)

> Novi Wealth’s financial planning fees are negotiable, but generally range from $2,500 to $100,000 on a fixed fee basis.

- Hourly rate: $150 to $450 an hour (financial planning and/or consulting services)

> On a very limited basis, Novi Wealth may arrange to charge on an hourly basis. The fee would typically range from $150 to $450 per hour

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.

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: $612,775,760
- Discretionary: $610,398,038
- Non-discretionary: $2,377,722

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 120 | $60,629,526 |
| High net worth individuals | 150 | $549,794,956 |
| Banking or thrift institutions | 0 | $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) | 2 | $2,351,278 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2013 (13 years)
- Employees: 11 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH, NJ, NY, PA, TX, VA, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [noviwealth.com](https://noviwealth.com)
- Facebook @noviwealth
- LinkedIn @noviwealth
- X @ NoviWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $295,729,545 | 9 | April 21, 2021 |
| October 2022 | $347,468,933 | 9 | March 30, 2022 |
| October 2023 | $360,999,046 | 10 | March 28, 2023 |
| October 2024 | $426,875,370 | 10 | August 13, 2024 |
| October 2025 | $492,884,682 | 11 | March 28, 2025 |
| October 2026 | $612,775,760 | 11 | March 25, 2026 |

Regulatory assets under management: $295,729,545 in the October 2021 data and $612,775,760 in the October 2026 data, up 107%.
Total employees: 9 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 7.
- Regulatory assets under management went from $492,884,682 to $612,775,760 (+24%).
- Registered or notice-filed in VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Novi Wealth Partners (CRD 166539): Form ADV filing data as of October 2026.