NOVI WEALTH PARTNERS
SEC RegisteredEveryone Has A Unique Vision For Their Lives
About the firm
Founded in 1998, Novi Wealth Partners is a fee-only, independent, employee-owned fiduciary wealth management firm located in Princeton, New Jersey. Originally known as Private Wealth Management Group, the firm was founded by William Dunn with a vision to provide unbiased financial advice deeply committed to the client's best interests. The firm serves a diverse clientele both locally and nationally and is a member of NAPFA.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management including customized portfolio design, strategic asset allocation and asset location, tax-efficient and cost-effective investment strategies, global diversification, risk management, behavioral coaching, estate and wealth transfer planning considerations, philanthropic and legacy planning, and quarterly performance reporting.
Who they serve
A diverse clientele served both locally in the Princeton, New Jersey area and nationally across the country.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 120 | $61M |
| High Net Worth Individuals | 150 | $550M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 2 | $2.4M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Investment Management | 1.25% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NOVI WEALTH PARTNERS 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.