NOVA WEALTH MANAGEMENT, INC.
CRD #169450 SEC #801-128016 BONITA SPRINGS, FL 239-444-1794
SEC Registered
Total AUM
$191M
Discretionary
$174.3M
Employees
7
Clients
10
Accounts
682
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $191M | $174.3M | $16.7M | 7 | 3 |
| Mar 2025 | $191M | $174.3M | $16.7M | 7 | 3 |
| Sep 2024 | $152.2M | $135.4M | $16.7M | 7 | 1 |
| Aug 2024 | $152.2M | $135.4M | $16.7M | 7 | 1 |
| Jun 2024 | $152.2M | $135.4M | $16.7M | 7 | 1 |
| Mar 2024 | $152.2M | $135.4M | $16.7M | 7 | 1 |
| Dec 2023 | $113.8M | $100.5M | $13.3M | 7 | 2 |
| Jun 2023 | $113.8M | $100.5M | $13.3M | 9 | 2 |
| May 2023 | $113.8M | $100.5M | $13.3M | 9 | 2 |
| May 2023 | $113.8M | $100.5M | $13.3M | 8 | 2 |
| May 2023 | $113.8M | $100.5M | $13.3M | 8 | 2 |
| Apr 2023 | $113.8M | $100.5M | $13.3M | 7 | 2 |
| Apr 2022 | $112.9M | $104.6M | $8.4M | 7 | 0 |
DateJul 2025
Total AUM$191M
Discretionary$174.3M
Non-Disc.$16.7M
Employees7
Clients3
DateMar 2025
Total AUM$191M
Discretionary$174.3M
Non-Disc.$16.7M
Employees7
Clients3
DateSep 2024
Total AUM$152.2M
Discretionary$135.4M
Non-Disc.$16.7M
Employees7
Clients1
DateAug 2024
Total AUM$152.2M
Discretionary$135.4M
Non-Disc.$16.7M
Employees7
Clients1
DateJun 2024
Total AUM$152.2M
Discretionary$135.4M
Non-Disc.$16.7M
Employees7
Clients1
DateMar 2024
Total AUM$152.2M
Discretionary$135.4M
Non-Disc.$16.7M
Employees7
Clients1
DateDec 2023
Total AUM$113.8M
Discretionary$100.5M
Non-Disc.$13.3M
Employees7
Clients2
DateJun 2023
Total AUM$113.8M
Discretionary$100.5M
Non-Disc.$13.3M
Employees9
Clients2
DateMay 2023
Total AUM$113.8M
Discretionary$100.5M
Non-Disc.$13.3M
Employees9
Clients2
DateMay 2023
Total AUM$113.8M
Discretionary$100.5M
Non-Disc.$13.3M
Employees8
Clients2
DateMay 2023
Total AUM$113.8M
Discretionary$100.5M
Non-Disc.$13.3M
Employees8
Clients2
DateApr 2023
Total AUM$113.8M
Discretionary$100.5M
Non-Disc.$13.3M
Employees7
Clients2
DateApr 2022
Total AUM$112.9M
Discretionary$104.6M
Non-Disc.$8.4M
Employees7
Clients0