Novi Wealth Partners
Firm details
- Headquarters
- Princeton, New Jersey
- CRD number
- 166539
- Registered since
- January 1, 2013
- Website
- www.noviwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.72%
- Individuals9.89%
- Pension & Profit Sharing Plans0.38%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Novi Wealth Partners is an independent, SEC-registered registered investment adviser organized as an LLC. The firm, operating since 2013 and owned by an individual, positions itself as a capital allocator serving both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Core advisory services listed include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection and oversight of third‑party advisers. The firm does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents4%
- State & Local Bonds2%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Ryan Vogel
Chief Planning OfficerCRD 4687524
Contacts
3 of 6
Anthony Schaub
Associate Wealth AdvisorCRD 7405636
Brenden Leese
Wealth ManagerCRD 7291337
Daniel Satz
Wealth ManagerCRD 5420533
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 178Active vs passive
$386M in ETFs
28%
$108M
72%
$277M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $41.2M | 929,843 | 10.69% |
Location
Princeton, NJ
Mercer
Location
Princeton, NJ
Headquartered in Princeton, NJ, 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
- Mercer
- Address
- 512 Executive Dr
- Time zone
- ET (UTC-5)
- Office locations
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