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Nova Wealth Management, Inc.

EST. AUM
$247,507,765

CONTACTS

CLIENT ACCOUNTS
739

Firm Details

Metro area Naples
CRD Number 169450
Website novawealthmanagement.com
Client types

Overview

Nova Wealth Management is a fiduciary registered investment advisor with offices in Bonita Springs, Florida and Dallas, Texas, providing comprehensive wealth management services to retirees, pre-retirees, and high-net-worth individuals. The firm serves clients across the United States with a particular focus on Florida and Texas markets, offering personalized strategies covering investments, taxes, estate planning, and healthcare in retirement. Nova operates a boutique advisory model with institutional-quality insights, combining financial planning expertise with specialized knowledge of Florida and Texas tax laws.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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