PRIVATE WEALTH MANAGEMENT GROUP LLC
Doing business as NOVI WEALTH PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$612,775,760
Discretionary
$610,398,038
Non-discretionary
$2,377,722
Firm details
- CRD number
- 166539
- SEC file number
- 801-77565
- Main office
- PRINCETON, NJ, United States
- Employees
- 11
- SEC status
- Approved
- Website
- HTTP://WWW.NOVIWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.