Nova Financial Services is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tucson, AZ. Its latest Form ADV filing, dated March 29, 2026, reports $469M in regulatory assets under management, 10 employees, 1 office, and 1,388 accounts.
Assets Under Management
$469M
Employees
10
Offices
1 office
Total Clients
738
Primary office
TUCSON, AZ
1630 E RIVER RD, SUITE 212, TUCSON, AZ, United States
Top client segmentIndividuals represent 80.5% of total clients.
Top client categories% of clientsClients
1
Individuals
80.5%
594
2
HNWI
19.5%
144
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$469Mas of March 29, 2026
Discretionary99.9%
$469M
100% of total RAUM99.9%
Non-discretionary0.1%
$546K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$469M
Total Accounts1,388
10Y AUM Change+$340M (+263.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee74:1
10Y Employee Change-6 (-37.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.