PRIVATE WEALTH MANAGEMENT GROUP LLC
Legal name: NOVI WEALTH PARTNERS
CRD #166539 SEC #801-77565 PRINCETON, NJ 609-921-7002
SEC Registered
Total AUM
$492.9M
Discretionary
$491.1M
Employees
11
Clients
51
Accounts
915
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $492.9M | $491.1M | $1.8M | 11 | 0 |
| Aug 2024 | $426.9M | $425.4M | $1.5M | 10 | 0 |
| Mar 2024 | $426.9M | $425.4M | $1.5M | 10 | 0 |
| Mar 2023 | $361M | $361M | $42K | 10 | 0 |
| Mar 2022 | $347.5M | $337.3M | $10.2M | 9 | 0 |
| Apr 2021 | $295.7M | $288M | $7.8M | 9 | 0 |
| Mar 2021 | $295.7M | $288M | $7.8M | 9 | 0 |
| Jun 2020 | $256.6M | $241.3M | $15.3M | 9 | 0 |
| Mar 2020 | $256.6M | $241.3M | $15.3M | 9 | 0 |
| Apr 2019 | $212.6M | $188.4M | $24.2M | 5 | 0 |
| Mar 2019 | $212.6M | $188.4M | $24.2M | 5 | 0 |
| May 2018 | $220.1M | $200.8M | $19.3M | 5 | 0 |
| Mar 2018 | $220.1M | $200.8M | $19.3M | 5 | 0 |
| Mar 2017 | $195.4M | $173.6M | $21.8M | 5 | 200 |
| Nov 2016 | $180.3M | $158.5M | $21.8M | 6 | 200 |
| May 2016 | $180.3M | $158.5M | $21.8M | 6 | 200 |
| Apr 2016 | $180.3M | $158.5M | $21.8M | 6 | 200 |
| Mar 2016 | $180.3M | $158.5M | $21.8M | 6 | 200 |
| Mar 2015 | $172.3M | $150.2M | $22.1M | 4 | 0 |
| Mar 2014 | $161.7M | $138.6M | $23.1M | 4 | 0 |
| Jan 2013 | $127.6M | $95.6M | $32M | 4 | 0 |
DateMar 2025
Total AUM$492.9M
Discretionary$491.1M
Non-Disc.$1.8M
Employees11
Clients0
DateAug 2024
Total AUM$426.9M
Discretionary$425.4M
Non-Disc.$1.5M
Employees10
Clients0
DateMar 2024
Total AUM$426.9M
Discretionary$425.4M
Non-Disc.$1.5M
Employees10
Clients0
DateMar 2023
Total AUM$361M
Discretionary$361M
Non-Disc.$42K
Employees10
Clients0
DateMar 2022
Total AUM$347.5M
Discretionary$337.3M
Non-Disc.$10.2M
Employees9
Clients0
DateApr 2021
Total AUM$295.7M
Discretionary$288M
Non-Disc.$7.8M
Employees9
Clients0
DateMar 2021
Total AUM$295.7M
Discretionary$288M
Non-Disc.$7.8M
Employees9
Clients0
DateJun 2020
Total AUM$256.6M
Discretionary$241.3M
Non-Disc.$15.3M
Employees9
Clients0
DateMar 2020
Total AUM$256.6M
Discretionary$241.3M
Non-Disc.$15.3M
Employees9
Clients0
DateApr 2019
Total AUM$212.6M
Discretionary$188.4M
Non-Disc.$24.2M
Employees5
Clients0
DateMar 2019
Total AUM$212.6M
Discretionary$188.4M
Non-Disc.$24.2M
Employees5
Clients0
DateMay 2018
Total AUM$220.1M
Discretionary$200.8M
Non-Disc.$19.3M
Employees5
Clients0
DateMar 2018
Total AUM$220.1M
Discretionary$200.8M
Non-Disc.$19.3M
Employees5
Clients0
DateMar 2017
Total AUM$195.4M
Discretionary$173.6M
Non-Disc.$21.8M
Employees5
Clients200
DateNov 2016
Total AUM$180.3M
Discretionary$158.5M
Non-Disc.$21.8M
Employees6
Clients200
DateMay 2016
Total AUM$180.3M
Discretionary$158.5M
Non-Disc.$21.8M
Employees6
Clients200
DateApr 2016
Total AUM$180.3M
Discretionary$158.5M
Non-Disc.$21.8M
Employees6
Clients200
DateMar 2016
Total AUM$180.3M
Discretionary$158.5M
Non-Disc.$21.8M
Employees6
Clients200
DateMar 2015
Total AUM$172.3M
Discretionary$150.2M
Non-Disc.$22.1M
Employees4
Clients0
DateMar 2014
Total AUM$161.7M
Discretionary$138.6M
Non-Disc.$23.1M
Employees4
Clients0
DateJan 2013
Total AUM$127.6M
Discretionary$95.6M
Non-Disc.$32M
Employees4
Clients0