Novera Wealth, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Novera Wealth provides wealth management and investment management services, along with written financial planning and educational seminars, to individuals, high‑net‑worth clients, and charitable organizations. The firm operates on a fee‑only basis and may recommend third‑party professionals without receiving compensation from those recommendations.
Its investment approach emphasizes asset allocation and Modern Portfolio Theory, using a mix of passive and active strategies and employing fundamental, technical, cyclical, and charting analysis while typically holding securities for a year or longer. Financial planning is integrated into its services: clients who elect planning receive a written plan addressing cash flow, retirement, estate, tax, and related topics, and seminars are delivered as educational presentations rather than individualized advice.
Noteworthy aspects in the brochure include the explicit offering of educational seminars billed on a flat‑fee basis and the option to provide financial planning at no additional charge if the client elects that service. The filing also shows the firm is newly formed and reported no assets under management as of the brochure date, and it does not describe performance‑based fees or private‑fund advisory activities.
Client services
Expertise
Fee options
Educational Seminars and Speaking Engagements fees range from $500 to $2,000 per seminar, fees due at conclusion of seminar.
$1,000,000 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.95% $10,000,001 - $20,000,000: 0.90% $20,000,001 - $35,000,000: 0.85% $35,000,001 - $50,000,000: 0.80% $50,000,001 - $75,000,000: 0.75% $75,000,001 - $100,000,000: 0.70% $100,000,001+: 0.65%
Account minimum: $5,000,000 Fee-only: Novera Wealth Inc is a fee-only firm, compensated solely by Clients for services; no commissions or sales-related compensation are received.
Main office
200 Vesey St., 24th Floor
New York NY 10281
Advisors at this office
1
Most active in
New York
Also doing business as
Novera Wealth · Novera Wealth, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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