Novi Wealth Partners
Novi Wealth Partners is an SEC-registered wealth manager in Princeton, NJ with $612.8M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Novi Wealth Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166539, SEC 801-77565, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $612.8M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- Princeton, NJ
- Employees
- 11
- Clients
- 272
- CRD
- 166539
- Ownership
- DUNN, ROBERT, B; VOGEL, RYAN, M; SATZ, DANIEL, H
How much AUM does Novi Wealth Partners have?
Novi Wealth Partners reported $612.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Novi Wealth Partners?
Disclosed owners and executives of Novi Wealth Partners include DUNN, ROBERT, B, VOGEL, RYAN, M, SATZ, DANIEL, H. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.