Novi Wealth Partners

Novi Wealth Partners (CRD# 166539) is a financial advisory firm headquartered in Princeton, NJ. They manage $426,875,370 in 822 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    427
    MILLION
  • Total Number of Accounts
    822
    ACCOUNTS
  • Average Account Value
    $519,313
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NH, NJ, NY, PA, TX, VT

Financial Advisors at Novi Wealth Partners
Showing 1 - 6 of 6 top financial advisors.
1
Robert B. Dunn
CRD#: 4377140
512 Executive Drive, Princeton, NJ 08540

Robert Dunn (CRD# 4377140) is an Investment Advisor Representative working at Novi Wealth Partners in Princeton, NJ and has 1 year of experience in the finance industry.

2
Ryan A. Dunn
CRD#: 6160164
512 Executive Drive, Princeton, NJ 08540

Ryan Dunn (CRD# 6160164) is an Investment Advisor Representative working at Novi Wealth Partners in Princeton, NJ and has over 9 years of experience in the finance industry.

3
Daniel H. Satz
CRD#: 5420533
512 Executive Drive, Princeton, NJ 08540

Daniel Satz (CRD# 5420533) is an Investment Advisor Representative working at Novi Wealth Partners in Princeton, NJ and has over 15 years of experience in the finance industry.

4
Ryan M. Vogel
CRD#: 4687524
512 Executive Drive, Princeton, NJ 08540

Ryan Vogel (CRD# 4687524) is an Investment Advisor Representative working at Novi Wealth Partners in Princeton, NJ and has over 20 years of experience in the finance industry.

5
Brenden J. Leese
CRD#: 7291337
512 Executive Drive, Princeton, NJ 08540

Brenden Leese (CRD# 7291337) is an Investment Advisor Representative working at Novi Wealth Partners in Princeton, NJ and has over 3 years of experience in the finance industry.

6
Devin M. Starr
CRD#: 6971639
512 Executive Drive, Princeton, NJ 08540

Devin Starr (CRD# 6971639) is an Investment Advisor Representative working at Novi Wealth Partners in Princeton, NJ and has over 4 years of experience in the finance industry.

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