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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- EagleElement element +more
- Established Date
- 01-01-2013
- Office Locations
- 1
Office Locations
About Novi Wealth Partners
Novi Wealth Partners is an independent, employee-owned, fee-only RIA based in Princeton, NJ, providing comprehensive financial planning and portfolio management. The firm emphasizes customized, non-proprietary, conflict-free advice as fiduciaries since 1998, serving clients nationwide, including entrepreneurs. Investment implementation includes asset allocation using ETFs and mutual funds, with custody through platforms such as Schwab and SEI.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT B DUNN
Chief Compliance Officer, MANAGING PRINCIPAL, President
- CRD
- #4377140
- Ownership
- 75% or more
RYAN M VOGEL
Chief Planning Officer, Partner, Senior Wealth Advisor
- CRD
- #4687524
- Ownership
- 10% but less than 25%
North vital
Unison value focus
- CRD
- #65516
- Ownership
- 16.8%
Showing 2 of 3 owners & executives
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RYAN AUSTIN DUNN
Partner
- CRD
- #6160164
Brenden John Leese
Wealth Advisor
- CRD
- #7291337
Peak fusion
North matrix
- CRD
- #52702
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $610,398,038 | $611,621 |
| Non-Discretionary | $2,377,722 | $792,574 |
| Total | $612,775,760 | $612,164 |
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Separately Managed Accounts
Total SMA Asset: $612,775,760
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,002,586,818 | 29.2% |
| Public Funds | $775,974,729 | 22.6% |
| Cash | $439,490,112 | 12.8% |
| Municipal Bonds | $288,415,386 | 8.4% |
| Corporate - Investment Grade | $927,049,455 | 27.0% |
| Total | $3,433,516,500 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER ALPHA | PIONEER ZENITH | V3HGR1M5H | RADDZ | 6.60% | $58,420,176 |
| HORIZON SUMMIT | RADIAL LEGACY | 6G3V6I9L2 | MMRES | 11.67% | $13,005,819 |
| MERIDIAN ZENITH | ATLAS PATHWAY | 4VBIIQTBP | XQBBX | 5.56% | $88,636,457 |
| VALUE OPTIMA | VALUE VECTOR | 30BDGQR1I | KEWB | 8.96% | $85,033,313 |
| HARBOR RADIAL DELTA | QUANTUM PRIME | 3X51CGAHZ | EOU | 8.83% | $43,870,992 |
| ATLAS CATALYST | CATALYST ZENITH | D99K9YM6U | CJD | 6.55% | $63,148,112 |
| MERIDIAN EAGLE SUMMIT | HORIZON TIMBER | E3AH6WWH0 | SKE | 5.37% | $66,844,018 |
| FRONTIER OPTIMA CATALYST | VERTEX RADIAL | 53OGANKEL | LPXT | 9.20% | $118,420,470 |