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NOVI WEALTH PARTNERS

PRINCETON, NJ · CRD 166539 · IAPD ↗ · noviwealth.com · 609-921-7002

$612.8MRegulatory AUM
7Advisory reps
11Employees
0Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — NOVI WEALTH PARTNERS notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — NOVI WEALTH PARTNERS crossed $500M in regulatory AUM ($492.9M -> $612.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
April 2024 — NOVI WEALTH PARTNERS notice-filed in VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.