firm profile
Nova Wealth Management, Inc.
Overview
Nova Wealth Management, Inc. is an SEC registered investment adviser based in Bonita Springs, FL, registered since 2014. It reports $248M in assets under management across 739 accounts, with 7 employees. It has 7 investment adviser representatives.
- Reported AUM
- $248M
- Discretionary
- 90%
- Accounts
- 739
- Average account
- $335K
- Employees
- 7
- Advisory reps
- 7
- Registered since
- 2014
- Jurisdictions
- 10
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Hourly Charges and Percentage of Assets
Executive officers 2 of 2
- Amy Christine Novakovich Chief Compliance Officer, Chief Executive Officer CRD 5343509
- James Peter Novakovich III President CRD 4446227
Advisory reps 3 of 7
- Tamara Laura Clingan Insurance Agent · Investment Adviser Rep CRD 3271631
- Judd J Garrett Insurance Agent · Investment Adviser Rep CRD 7337958
- Stephanie Gomez Investment Adviser Rep CRD 8222852
4 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 24311 Walden Center Dr Ste 200
Bonita Springs, FL 34134 - County
- Lee
- Metro area
- Cape Coral-Fort Myers, FL
- Region
- South
Registrations
- SEC registered
- Registered in 10 jurisdictions
- Website: novawealthmanagement.com
Every state, with registration dates
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