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Nova Wealth Management, Inc.

Headquartered in BONITA SPRINGS, FL

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Firm Information

Nova Wealth Management, Inc. is a Bonita Springs, Florida-based firm that provides financial planning and portfolio management services to individuals and high-net-worth individuals. The firm manages approximately $152,170,205 in assets for 623 clients. They offer a wrap fee program and have 7 licensed agents, 5 investment advisor representatives, and 1 registered representative.

Nova Wealth Management, Inc.

24311 WALDEN CENTER DR

BONITA SPRINGS, FL 34134

$152.17M

Assets Under Management

1

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

NOVA WEALTH MANAGEMENT, INC. has a total of 2 branch locations across the country.
location

BONITA SPRINGS, FL

location

Dallas, TX

Advisors at Nova Wealth Management, Inc.

View All 4 Advisors
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Scott Tracy Nelson

RA

BONITA SPRINGS, FL

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Judd J Garrett

RA

Dallas, TX

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Amy Novakovich

CFP®, RA

BONITA SPRINGS, FL

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Stephen Alexander Herrington

CFP®, RA

FORT MYERS, FL

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James Peter Novakovich

RA

BONITA SPRINGS, FL

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Tamara Laura Clingan

RA

BONITA SPRINGS, FL

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Disclosures

There are no public disclosures for Nova Wealth Management, Inc..

Frequently Asked Questions (6)

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