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Overview Share
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Princeton, New Jersey
$256.6 million AUM
1 office

Novi Wealth Partners is based in Princeton, New Jersey and has $256.6 million in assets under management.

Location
512 Executive Drive
Princeton, NJ 08540
$256.6 million
AUM
9
Employees
AUM Share
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$256,568,905
Assets under management
608 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 109 $40,738,590 16% $373,749
High net worth individuals 75 $214,133,229 83% $2,855,110
Pension and profit sharing plans 6 $1,697,086 1% $282,848
Employees Share
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9
Employees
5
Investment analysts
56% of total employees
AUM per employee Share
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$256,568,905
Assets under management
$28,507,656
AUM per employee
$51,313,781
AUM per investment analyst
About Share
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Compensation

Novi Wealth Partners makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Novi Wealth Partners provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
Firm data Share
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CRD number 166,539
SEC number 801-77565
Legal structure Limited Liability Company
Legal governance New Jersey, United States
Latest ADV filing date March 20, 2020

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