Tech stack
No one at Nova Wealth Management, Inc. has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Nova Wealth Management, Inc.'s own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Interactive Brokers
Per Form ADV · $5M held · filed Sep 2024
P
Ponters
Per Form ADV · $2M held · filed Sep 2024
T
The Private Trust Company
Per Form ADV · $1M held · filed Sep 2024
LPL Financial
Per Form ADV · $1M held · filed Sep 2024
Proposal Generation/Sales Enablement
