Novi Wealth Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Princeton, NJ. Its latest Form ADV filing, dated March 25, 2026, reports $613M in regulatory assets under management, 11 employees, and 1,001 accounts.
Top client segmentHNWI represent 55.1% of total clients.
Top client categories% of clientsClients
1
HNWI
55.1%
150
2
Individuals
44.1%
120
3
Pension Plans
0.7%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$613Mas of March 25, 2026
Discretionary99.6%
$610M
100% of total RAUM99.6%
Non-discretionary0.4%
$2M
0% of total RAUM0.4%
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$613M
Total Accounts1,001
10Y AUM Change+$417M (+213.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee25:1
10Y Employee Change+6 (+120.0%)
* 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.