A complete list of active advisors currently associated with Nova R Wealth, Inc.

Warmer can help you find a great advisor at Nova R Wealth, Inc. or one who fits your needs even better.

Nova R Wealth is a registered investment adviser that serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, pension plans and business entities with wealth management, discretionary and non‑discretionary investment management, financial planning, and pension consulting. The firm constructs portfolios using diversified mutual funds and ETFs, and it also implements individual stocks, bonds and allocations to third‑party managers and separately managed account (SMA) strategies. The firm’s process is client‑specific and generally long‑term oriented, with portfolios shaped by each client’s goals, risk tolerance and liquidity needs and adjusted through rebalancing or shorter‑term trades as warranted. Nova R Wealth routinely uses independent third‑party managers (including Orion Advisor Solutions for certain SMA strategies), and the brochure states the firm may recommend privately‑offered and early‑stage securities; it also discloses that certain SMA strategies available through its third‑party sub‑advisers may employ derivative instruments or borrowing (leverage) where appropriate. Distinctive features noted in the ADV include a reported FINRA‑related disciplinary matter involving a firm principal in 2015, a disclosure that is uncommon among peer team firms. The firm’s operational model relies on institutional platforms and third‑party relationships (including an Orion sub‑adviser and an operational affiliation with Dynasty) and uses a third‑party order management system for held‑away accounts, which introduces specific operational considerations and potential conflicts of interest, particularly around private placements and related principal ownership stakes.

To learn more about the advisors currently working at Nova R Wealth, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.