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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SATZ, DANIEL, H | I | WEALTH MANAGER AND PARTNER | NA | |
| SATZ, DANIEL, H | I | WEALTH MANAGER AND PARTNER | NA | |
| DUNN, ROBERT, B | I | MANAGING PRINCIPAL, CCO | E | Control |
| DUNN, ROBERT, B | I | MANAGING PRINCIPAL, CCO | E | Control |
| DUNN, ROBERT, B | I | MANAGING PRINCIPAL, CCO | E | Control |
| DUNN, ROBERT, B | I | MANAGING PRINCIPAL, CCO | E | Control |
| DUNN, ROBERT, B | I | MANAGING PRINCIPAL, CCO | E | Control |
| DUNN, ROBERT, B | I | MANAGING PRINCIPAL, CCO | E | Control |
| DUNN, ROBERT, B | I | MANAGING PRINCIPAL, CCO | E | Control |
| DUNN, ROBERT, B | I | MANAGING PRINCIPAL, CCO | E | Control |
| DUNN, ROBERT, B | I | MANAGING PRINCIPAL, CCO | E | Control |
| DUNN, ROBERT, B | I | MANAGING PRINCIPAL, CCO | E | Control |
| DUNN, ROBERT, B | I | MANAGING PRINCIPAL, CCO | E | Control |
| DUNN, ROBERT, B | I | MANAGING PRINCIPAL, CCO | E | Control |
| DUNN, ROBERT, B | I | MANAGING PRINCIPAL, CCO | E | Control |
| DUNN, ROBERT, B | I | MANAGING PRINCIPAL, CCO | E | Control |
| DUNN, ROBERT, B | I | MANAGING PRINCIPAL, CCO | E | Control |
| DUNN, ROBERT, B | I | MANAGING PRINCIPAL, CCO | E | Control |
| DUNN, ROBERT, B | I | MANAGING PRINCIPAL, CCO | E | Control |
| DUNN, ROBERT, B | I | MANAGING PRINCIPAL, CCO | E | Control |
| DUNN, ROBERT, B | I | MANAGING PRINCIPAL, CCO | E | Control |
| DUNN, ROBERT, B | I | MANAGING PRINCIPAL, CCO | E | Control |
| DUNN, ROBERT, B | I | MANAGING PRINCIPAL, CCO | E | Control |
| DUNN, ROBERT, B | I | MANAGING PRINCIPAL, CCO | E | Control |
| VOGEL, RYAN, M | I | MEMBER, SENIOR WEALTH ADVISOR | B | |
| VOGEL, RYAN, M | I | MEMBER, SENIOR WEALTH ADVISOR | B | |
| VOGEL, RYAN, M | I | MEMBER, SENIOR WEALTH ADVISOR | B | |
| VOGEL, RYAN, M | I | MEMBER, SENIOR WEALTH ADVISOR | B | |
| VOGEL, RYAN, M | I | MEMBER, SENIOR WEALTH ADVISOR | B | |
| VOGEL, RYAN, M | I | MEMBER, SENIOR WEALTH ADVISOR | B | |
| VOGEL, RYAN, M | I | MEMBER, SENIOR WEALTH ADVISOR | B | |
| VOGEL, RYAN, M | I | MEMBER, SENIOR WEALTH ADVISOR | B | |
| VOGEL, RYAN, M | I | MEMBER, SENIOR WEALTH ADVISOR | B | |
| VOGEL, RYAN, M | I | MEMBER, SENIOR WEALTH ADVISOR | B | |
| VOGEL, RYAN, M | I | MEMBER, SENIOR WEALTH ADVISOR | B | |
| VOGEL, RYAN, M | I | MEMBER, SENIOR WEALTH ADVISOR | B | |
| VOGEL, RYAN, M | I | MEMBER, SENIOR WEALTH ADVISOR | B | |
| VOGEL, RYAN, M | I | MEMBER, SENIOR WEALTH ADVISOR | B | |
| VOGEL, RYAN, M | I | MEMBER, SENIOR WEALTH ADVISOR | B | |
| VOGEL, RYAN, M | I | MEMBER, SENIOR WEALTH ADVISOR | B | |
| VOGEL, RYAN, M | I | MEMBER, SENIOR WEALTH ADVISOR | B |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (7)
FL NH NJ NY PA TX VT
Address
512 EXECUTIVE DRIVEPRINCETON, NJ 08540
United States
Phone: 609-921-7002