Novi Wealth Partners

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Request demo

Novi Wealth Partners — overview

About

Novi Wealth Partners is a US-based wealth manager and registered investment adviser. It provides investment advisory services to its clients on a discretionary and non-discretionary basis. The services it provides include financial planning, portfolio management, investment management, tax & estate planning, retirement planning, education planning, and insurance planning. The services are offered to individuals, high-net-worth individuals, trusts, estates, charitable organizations, and corporations.

Novi Wealth Partners - known decision makers (8)

Position	Location	Asset Class
Associate Wealth Advisor	Princeton, US	GEN
Chief Investment Consultant	Princeton, US	GEN
Chief Investment Consultant	Princeton, US	GEN
Partner & Chief Planning Officer	Princeton, US	GEN
President & Managing Partner	Princeton, US	GEN

Showing 5 of 8 known decision makers Novi Wealth Partners

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.

Request demo