CRD: 169450
Nova Wealth Management, Inc.
$247.5M Total AUM
$222.3M Disc. AUM
-- 3Y CAGR
7 Employees
271 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail
- Platforms
- Signal pioneerHorizon glacier +more
- Established Date
- 01-27-2014
- Office Locations
- 2
Office Locations
24311 Walden Center DR Suite 200 Bonita Springs FL
5956 Sherry Lane 20th Floor Dallas TX
About Nova Wealth Management, Inc.
Nova Wealth Management is a boutique, fiduciary wealth management firm serving clients from Southwest Florida and Dallas. The team delivers integrated investment management and ongoing financial planning, including tax-efficient retirement strategies, healthcare retirement planning (Medicare and long-term care), and legacy/estate planning. A key niche is federal retirement planning, helping federal employees optimize FERS, TSP, and related benefits.
Team overview
48 AVG AGE
$35.4M AVG AUM / ADVISOR
$913.3K AVG AUM / CLIENT
5.9 yrs AVG TENURE
7 Employees
7 Advisory Reps
7 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Bridge zenith Foundation Eagle quantum Bridge matrix Crest Quantum Horizon quantum
Client Personas
Optima horizon Horizon foundation Peak vector
Custodian
Value Ember unison Timber Ridge Vital zenith Crest optima Atlas Timber frontier Harbor summit Oak Wave Zenith ember Wave catalyst Ember Eagle Legacy timber
Investment Themes
Element unison Frontier Vital Optima beacon
Investment Vehicles
Pioneer Bridge frontier
Platform
Delta ridge Pioneer
Services
Delta Foundation Prime vertex Radial Matrix Value Fusion fusion Unison focus Optima momentum Meridian Crest vector Matrix Legacy Atlas
Technology
Alpha Foundation Focus oak
Owner & Executives
AMY NOVAKOVICH
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5343509
- Ownership
- 50% but less than 75%
(946) 324-1550
crest.vector@summitcapital.com
in linkedin.com/in/north-pathway
JAMES PETER NOVAKOVICH III
President, Wealth Advisor
- CRD
- #4446227
- Ownership
- 50% but less than 75%
(623) 602-6559
vital.matrix@embercapital.com
in linkedin.com/in/catalyst-alpha
Showing 2 of 2 owners & executives
Unlock allContacts
T
TAMARA LAURA CLINGAN
Wealth Advisor
- CRD
- #3271631
(346) 422-2014
horizon.horizon@catalystcapital.com
in linkedin.com/in/quantum-foundation
JUDD J GARRETT
Investment Advisor
- CRD
- #7337958
(892) 449-7679
peak.legacy@frontiercapital.com
in linkedin.com/in/harbor-harbor
E
Ember focus
Delta crest optima
- CRD
- #39704
(281) 884-8327
north.optima@ridgecapital.com
in linkedin.com/in/pioneer-insight
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $222,260,115 | $309,986 |
| Non-Discretionary | $25,247,650 | $1,147,620 |
| Total | $247,507,765 | $334,923 |
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Separately Managed Accounts
Total SMA Asset: $247,507,765
Public Funds:
16.2% Equity - Exchange:
16.6% Corporate - Investment Grade:
13.1% Cash:
9.2% U.S. Government/Agency:
15.6% Other:
7.2% Derivatives:
18.0% Other:
4.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $173,376,848 | 16.2% |
| Equity - Exchange | $177,657,758 | 16.6% |
| Corporate - Investment Grade | $140,199,797 | 13.1% |
| Cash | $98,460,926 | 9.2% |
| U.S. Government/Agency | $166,955,483 | 15.6% |
| Other | $77,056,377 | 7.2% |
| Derivatives | $192,640,942 | 18.0% |
| Other | $43,879,325 | 4.1% |
| Total | $1,070,227,456 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL HARBOR UNISON | FOUNDATION CAPITAL | 3I1SWG9TB | ZAU | 2.24% | $76,280,484 |
| MOMENTUM PIONEER | OPTIMA ALPHA | 6IM95NGRE | FGGZ | 2.98% | $80,843,932 |
| NORTH VALUE LEGACY | EAGLE CATALYST | YUDZFOSCS | YJAR | 6.38% | $58,310,839 |
| QUANTUM OAK | RIDGE EAGLE | U9AH8C1EM | LVWK | 8.59% | $71,926,250 |
| ATLAS ATLAS OAK | GLACIER UNISON | SWNBIGL2X | WFFF | 10.82% | $7,846,312 |
| CAPITAL OAK RADIAL | CAPITAL SUMMIT | TZ40BDFCI | XVFHT | 2.95% | $65,962,794 |
| BEACON SUMMIT LEGACY | EAGLE FRONTIER | 1GQJYQTYD | WSLBZ | 1.33% | $66,104,875 |
| BEACON PEAK | CREST LEGACY | B9MDYPQP4 | DOYP | 1.25% | $6,241,364 |