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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

NOVI WEALTH PARTNERS

PRIVATE WEALTH MANAGEMENT GROUP LLC, CRD 166539

PRINCETON, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f8d38aad-04cf-7e36-ff16-2335912ed677

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 3
On other graphs: 0
Observed: Jan 9, 2013 to Mar 25, 2026
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $613MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $610M
Private client RAUM: $610MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $87.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,001
Individual clients: 120
High net worth clients: 150
Custody, client assets: $211M
SEC number: 801-77565
CRD: 166539
Filings on the tape: 23
First filed: Jan 9, 2013
Latest filed: Mar 25, 2026
Organised: Limited Liability Company, NJ
Website: noviwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ROBERT B DUNN	Certified Financial Planner	PRINCETON, NJ	13	24	1	no
RYAN M VOGEL	Certified Financial Planner	PRINCETON, NJ	13	23	1	no
RYAN AUSTIN DUNN	n/a	PRINCETON, NJ	12	13	n/a	no
DANIEL H SATZ	n/a	PRINCETON, NJ	10	17	n/a	no
Brenden John Leese	n/a	PRINCETON, NJ	6	11	n/a	no
Devin Mitchell Starr	n/a	PRINCETON, NJ	3	10	n/a	no
Anthony Clinton Schaub	Certified Financial Planner	PRINCETON, NJ	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DUNN, ROBERT, B	MANAGING PRINCIPAL, CCO	E	yes	01/2013	Jan 9, 2013	Aug 13, 2024
SATZ, DANIEL, H	WEALTH MANAGER AND PARTNER	Na	no	01/2024	Aug 13, 2024	Aug 13, 2024
VOGEL, RYAN, M	MEMBER, SENIOR WEALTH ADVISOR	B	no	01/2013	May 27, 2016	Aug 13, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$613M	$610M	11	7	0	n/a	n/a
2024	Mar 28, 2025	$493M	$491M	11	8	0	n/a	n/a
2023	Mar 15, 2024	$427M	$425M	10	7	0	n/a	n/a
2022	Mar 28, 2023	$361M	$361M	10	6	0	n/a	n/a
2021	Mar 30, 2022	$347M	$337M	9	7	0	n/a	n/a
2020	Mar 25, 2021	$296M	$288M	9	5	0	n/a	n/a
2019	Mar 20, 2020	$257M	$241M	9	5	0	n/a	n/a
2018	Mar 22, 2019	$213M	$188M	5	4	0	n/a	n/a
2017	Mar 27, 2018	$220M	$201M	5	4	0	n/a	n/a
2016	Mar 31, 2017	$195M	$174M	5	4	n/a	n/a	n/a
2015	Mar 29, 2016	$180M	$159M	6	5	n/a	n/a	n/a
2014	Mar 27, 2015	$172M	$150M	4	4	n/a	n/a	n/a
2013	Mar 24, 2014	$162M	$139M	4	4	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$613M	$493M	24.3%	$361M	19.3%	11	11	0	0

Relationships

Registered with (11)

← Anthony Clinton SchaubAdvisorregistration: current employment
Jan 9, 2026 to presentfactForm ADV
← Devin Mitchell StarrAdvisorregistration: current employment
Sep 14, 2023 to presentfactForm ADV
← Brenden John LeeseAdvisorregistration: current employment
Sep 3, 2020 to presentfactForm ADV
← DANIEL H SATZAdvisorregistration: current employment
Dec 14, 2015 to presentfactForm ADV
← RYAN AUSTIN DUNNAdvisorregistration: current employment
Apr 23, 2014 to presentfactForm ADV
← ROBERT B DUNNAdvisorregistration: current employment
Jan 30, 2013 to presentfactForm ADV
← RYAN M VOGELAdvisorregistration: current employment
Jan 30, 2013 to presentfactForm ADV
← Madison MountAdvisorregistration: previous registration
Dec 6, 2021 to Apr 22, 2022factForm ADV
← Dominick Richard MatteoAdvisorregistration: previous registration
Sep 3, 2020 to Jun 17, 2021factForm ADV
← ANDREW NORTH OLIVIERAdvisorregistration: previous registration
Jun 19, 2017 to Mar 22, 2018factForm ADV
← TARA CONTI BANSALAdvisorregistration: previous registration
Oct 15, 2015 to Aug 12, 2016factForm ADV

Controls (1)

← DUNN, ROBERT, BOwnerMANAGING PRINCIPAL, CCO, ownership code E, individual
Jan 9, 2013 to Aug 13, 2024factForm ADV

Owns (2)

← VOGEL, RYAN, MOwnerMEMBER, SENIOR WEALTH ADVISOR, ownership code B, individual
May 27, 2016 to Aug 13, 2024factForm ADV
← SATZ, DANIEL, HOwnerWEALTH MANAGER AND PARTNER, ownership code NA, individual
Aug 13, 2024 to Aug 13, 2024factForm ADV

Dated events

Occurred
Apr 22, 2022
Advisor changed firm
Madison Mount left Novi Wealth Partners for Francis Financial (registered 2022-06-03)
Form ADVobserved 5 days ago
Occurred
Jan 9, 2013
First Form ADV filing
Private Wealth Management Group filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago
Occurred
Jan 9, 2013
Succession filed (Item 4)
Private Wealth Management Group reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f8d38aad-04cf-7e36-ff16-2335912ed677
First observed: Jan 9, 2013
Last observed: Mar 25, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NOVI WEALTH PARTNERS

PRIVATE WEALTH MANAGEMENT GROUP LLC, CRD 166539

PRINCETON, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f8d38aad-04cf-7e36-ff16-2335912ed677

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:00 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT B DUNN

Certified Financial Planner

PRINCETON, NJ

RYAN M VOGEL

Certified Financial Planner

PRINCETON, NJ

RYAN AUSTIN DUNN

n/a

PRINCETON, NJ

n/a

DANIEL H SATZ

n/a

PRINCETON, NJ

n/a

Brenden John Leese

n/a

PRINCETON, NJ

n/a

Devin Mitchell Starr

n/a

PRINCETON, NJ

n/a

Anthony Clinton Schaub

Certified Financial Planner

PRINCETON, NJ

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DUNN, ROBERT, B

MANAGING PRINCIPAL, CCO

yes

01/2013

Jan 9, 2013

Aug 13, 2024

SATZ, DANIEL, H

WEALTH MANAGER AND PARTNER

01/2024

Aug 13, 2024

VOGEL, RYAN, M

MEMBER, SENIOR WEALTH ADVISOR

01/2013

May 27, 2016

Aug 13, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$613M

$610M

n/a

2024

Mar 28, 2025

$493M

$491M

n/a

2023

Mar 15, 2024

$427M

$425M

n/a

2022

Mar 28, 2023

$361M

n/a

2021

Mar 30, 2022

$347M

$337M

n/a

2020

Mar 25, 2021

$296M

$288M

n/a

2019

Mar 20, 2020

$257M

$241M

n/a

2018

Mar 22, 2019

$213M

$188M

n/a

2017

Mar 27, 2018

$220M

$201M

n/a

2016

Mar 31, 2017

$195M

$174M

n/a

2015

Mar 29, 2016

$180M

$159M

n/a

2014

Mar 27, 2015

$172M

$150M

n/a

2013

Mar 24, 2014

$162M

$139M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$613M

$493M

24.3%

$361M

19.3%