BONITA SPRINGS, FLCRD 169450Latest ADV March 30, 2026
Nova Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Bonita Springs, FL. Its latest Form ADV filing, dated March 30, 2026, reports $248M in regulatory assets under management, 7 employees, 2 offices, and 739 accounts.
Assets Under Management
$248M
Employees
7
Offices
2 offices
Total Clients
268
Primary office
BONITA SPRINGS, FL
24311 WALDEN CENTER DR, SUITE 200, BONITA SPRINGS, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.7% of total clients.
Top client categories% of clientsClients
1
Individuals
75.7%
203
2
HNWI
24.3%
65
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$248Mas of March 30, 2026
Discretionary89.8%
$222M
90% of total RAUM89.8%
Non-discretionary10.2%
$25M
10% of total RAUM10.2%
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$248M
Total Accounts739
10Y AUM Change+$135M (+119.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee38:1
10Y Employee Change0 (0.0%)
* 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.