Novera Wealth, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 343978
- Registered since
- September 14, 2026
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Novera Wealth, Inc. is a newly formed corporate investment adviser that registered with the SEC in 2026. The firm is individually owned and currently carries an unclassified adviser profile. It does not operate as a capital allocator, is not registered as a multi-state adviser, and does not identify as an active ESG investor or a pension consultant. Service offerings center on financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee model combines a percentage-of-AUM component with the option for fixed fees. No affiliated adviser relationships are listed.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Jason Yoo
Chief Executive OfficerCRD 5175313
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 200 Vesey St
- Time zone
- ET (UTC-5)
- Office locations
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