Novi Wealth Partners

CRD 166539 · Princeton, NJ · $612.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 166539
SEC number: 801-77565
Firm type: RIA
Assets under management: $612.8M as of Mar 25, 2026
Website: www.noviwealth.com ↗
Phone: 609-921-7002
Address: 512 Executive Drive, Princeton, NJ, 08540

Advisors at this firm

7 in our index · page 1 of 1

Robert B DunnCRD 4377140 · Princeton, NJ

IA Registered
Ryan Austin DunnCRD 6160164 · Princeton, NJ

IA Registered
Brenden John LeeseCRD 7291337 · Princeton, NJ

IA Registered
Daniel H SatzCRD 5420533 · Princeton, NJ

IA Registered
Anthony Clinton SchaubCRD 7405636 · Princeton, NJ

IA RegisteredRegistration inactive
Devin Mitchell StarrCRD 6971639 · Princeton, NJ

IA RegisteredRegistration inactive
Ryan M VogelCRD 4687524 · Princeton, NJ

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 166539 ↗ FINRA BrokerCheck record for firm CRD 166539 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.