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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-11-2025
- Office Locations
- 1
Office Locations
About Noda Wealth Management LLC
NoDa Wealth Management is a fee-only, fiduciary RIA led by CFP® Evan Luongo, focused on busy professionals in their wealth-building years and navigating major life transitions. The firm provides holistic planning—cash-flow organization, income optimization, and investment strategy—often implemented with ETF-based portfolios. The team is frequently quoted in national outlets including Investopedia, Yahoo Finance, and Nasdaq.
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Owner & Executives
EVAN MICHAEL LUONGO
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Owner
- CRD
- #6869821
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,069,605 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,069,605 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,069,605
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $601,505,864 | 54.6% |
| Cash | $500,153,228 | 45.4% |
| Total | $1,101,659,092 | 100.0% |