Investment adviser · CRD 125489
NOVA WEALTH MANAGEMENT GROUP, LLC
Investment adviser filing (IA)
ATLANTA, GA, United States · Form ADV filed Feb 26, 2020
- Regulatory AUM
- $489M Form ADV · Item 5.F
- Client accounts
- 840 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 111 | $457,931,688 | 93.6% |
| Individuals | 85 | $30,766,964 | 6.3% |
| Retirement plans | 2 | $260,071 | 0.1% |
| Corporations & businesses | 1 | $29,111 | 0.0% |
Filing source
Form ADV 1383167 · Feb 26, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 26, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1370 CENTER DRIVE, SUITE 202ATLANTA, GA, 30338, United States
CRD 125489
Filing source
Form ADV 1383167 · Feb 26, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.