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NOVA WEALTH MANAGEMENT, INC.

BONITA SPRINGS, FL · CRD 169450 · IAPD ↗ · novawealthmanagement.com · 239-444-1794

$247.5MRegulatory AUM
7Advisory reps
7Employees
3Clients
1-10Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — NOVA WEALTH MANAGEMENT, INC. reported RAUM up 30% ($191.0M -> $247.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
February 2026 — NOVA WEALTH MANAGEMENT, INC. notice-filed in GA, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2026 — NOVA WEALTH MANAGEMENT, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2025 — NOVA WEALTH MANAGEMENT, INC. reported RAUM up 26% ($152.2M -> $191.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
October 2024 — NOVA WEALTH MANAGEMENT, INC. now reports custody of client assets ($1.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
50
July 2024 — NOVA WEALTH MANAGEMENT, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
44
April 2024 — NOVA WEALTH MANAGEMENT, INC. notice-filed in TX, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2024 — NOVA WEALTH MANAGEMENT, INC. reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
61
April 2024 — NOVA WEALTH MANAGEMENT, INC. reported RAUM up 34% ($113.8M -> $152.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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