NOVA WEALTH MANAGEMENT, INC.
SEC RegisteredSecure your legacy. Protect your wealth.
About the firm
Nova Wealth Management is a fiduciary wealth management firm with offices in Bonita Springs/Naples, Florida and Dallas, Texas, serving clients across the United States. The firm offers comprehensive wealth management services including investment management, financial planning, tax optimization, federal retirement planning, healthcare retirement planning, and legacy estate planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, expert financial planning, tax optimization strategies, federal retirement planning (FERS, TSP, and federal benefits), healthcare retirement planning (Medicare, long-term care), and legacy estate planning.
Who they serve
Florida's discerning retirees and high-net-worth individuals, pre-retirees, federal employees, families preparing for generational wealth transfer, and business owners planning for succession.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 203 | $54M |
| High Net Worth Individuals | 65 | $194M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $250,000 | 1.50% |
| $250,000 - $500,000 | 1.20% |
| $500,000 - $1,000,000 | 1.05% |
| $1,000,000 - $3,000,000 | 0.90% |
| $3,000,000 - $5,000,000 | 0.75% |
| $5,000,000+ | 0.60% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NOVA WEALTH MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched