NOVI WEALTH PARTNERS

Legal name: PRIVATE WEALTH MANAGEMENT GROUP LLC

CRD 166539File 801-77565

APPROVED

Retail clients

Custody

Filing as of Mar 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$612.8M

Above cohort median (national)

Discretionary AUM

$610.4M

Non-discretionary $2.4M

Clients

272

1,001 accounts

Employees

Above cohort median in NJ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Jan 1, 2013
Principal office: 512 EXECUTIVE DRIVE, PRINCETON, NJ, 08540
Phone: 609-921-7002
Website: HTTP://WWW.NOVIWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $612.8M
Discretionary AUM: $610.4M
Non-discretionary AUM: $2.4M
Discretionary accounts: 998
Non-discretionary accounts: 3
Total accounts: 1,001
AUM per client: $2.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	150	$549.8M
Pension and profit sharing plans	Fewer than 5	$2.4M
Individuals (other than high net worth individuals)	120	$60.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.