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 individual clients (including high‑net‑worth individuals), trusts, estates, and retirement plans, managing roughly $452.6 million for about 323 clients with a team of five advisors. The firm provides wealth management and discretionary investment management, financial planning, pension consulting, and may coordinate with independent third‑party managers and custodians to implement client portfolios. The firm’s investment approach is primarily long‑term focused and typically builds diversified portfolios using mutual funds and ETFs, while also using individual stocks and bonds and delegating portions of portfolios to third‑party managers when appropriate. The ADV notes that Nova R Wealth uses Orion as a sub‑adviser for certain separately managed account (SMA) strategies and maintains discretion to select, monitor, or replace those strategies on clients’ behalf. What is noteworthy in the brochure is a disclosed regulatory matter: a 2015 FINRA acceptance, waiver and consent relating to proper disclosure of outside activities by a principal. The ADV also highlights that some SMA strategies used by the firm (via Orion and other managers) may permit use of derivatives and the use of borrowing/leverage and that the firm may recommend privately‑offered securities (including early‑stage issuers), with attendant conflicts of interest disclosed when principals have 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.