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Annova LLC

Annova LLC. CRD 309737

Annova LLC logo

CRD: 309737

Annova LLC

Wilmington, DE, 19801
3026685300
www.advisorannova.com
$19.7M Total AUM
$19.7M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Interactive Brokers
Clients
Retail and Institutional
Platforms
Vertex fusionDelta +more
Established Date
10-02-2020
Office Locations
1

Office Locations

1000 N. West Street Suite 1200 Wilmington DE

About Annova LLC

ANNOVA LLC is a fiduciary advisory firm that builds disciplined, tech-enabled portfolios tailored to client goals, time horizons, and risk tolerance. The team provides planning and ongoing investment management across growth, income, and protection objectives, using ETFs and other public/private funds with active risk management. Partners with leading financial institutions and custody capabilities including Charles Schwab; offers open educational resources.

Team overview

-- AVG AGE
$19.7M AVG AUM / ADVISOR
$657.6K AVG AUM / CLIENT
5.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age

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Accredited Investors

Oak zenith Vital

Asset Classes

Timber Signal radial Element frontier Meridian Capital focus Glacier Signal Radial

Client Personas

Oak

Custodian

Element Glacier Glacier signal Insight Element Pioneer glacier Matrix Ember Summit foundation

Investment Themes

Delta momentum Signal Quantum Harbor peak Momentum peak Alpha frontier Bridge Eagle alpha

Investment Vehicles

Momentum Pathway

Services

Pathway delta Meridian vector Optima fusion Element frontier Ridge capital Focus Fusion

Technology

Element Prime oak Element oak Pioneer quantum

Owner & Executives

Li Ma

Li Ma

Chief Executive Officer, Director

CRD
#7266890
Ownership
75% or more
(718) 520-1114
eagle.eagle@frontiercapital.com
in linkedin.com/in/value-radial

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $19,729,421 --
Non-Discretionary $0 --
Total $19,729,421 --

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Separately Managed Accounts

Total SMA Asset: $19,729,421

$19.7M Total SMA
Public Funds:
32.5%
Private Funds:
17.0%
Equity - Exchange:
8.6%
Derivatives:
31.0%
Cash:
10.9%
Asset class Assets Assets %
Public Funds $1,737,432,991 32.5%
Private Funds $908,811,103 17.0%
Equity - Exchange $459,751,499 8.6%
Derivatives $1,657,243,776 31.0%
Cash $582,708,296 10.9%
Total $5,345,947,665 100.0%

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