Multi-Family OfficeRIA · CRD 169450SEC-Registered

Updated:

NOVA WEALTH MANAGEMENT, INC.

NOVA WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in BONITA SPRINGS, FL, registered since 2023. The firm manages $248 million in assets,...

NOVA WEALTH MANAGEMENT, INC.

NOVA WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in BONITA SPRINGS, FL, registered since 2023. The firm manages $248 million in assets, with $222 million on a discretionary basis. It has 7 employees and 7 investment advisers.

General information

Firm type

Multi Family Office

Frequently asked questions

What investment stages does NOVA WEALTH MANAGEMENT, INC. typically target?

No stage preference has been publicly identified. The firm's client base and investment focus remain opaque, which is unusual for a registered advisor. Without portfolio disclosures or strategy documents, stage targeting is impossible to determine from available sources.

Which sectors does NOVA WEALTH MANAGEMENT, INC. explicitly avoid?

No sector restrictions have been published. The firm's investment universe is entirely undocumented in public channels. Some multi-family offices create bespoke mandates per client, but NOVA WEALTH MANAGEMENT's specific approach to negative screening or sector avoidance is unknown.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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