NOVA FINANCIAL LLC
DBA: NOVA FINANCIAL SERVICES
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $469.4M |
| Discretionary | $468.9M100% of AUM |
| Non-Discretionary | $546K |
| Client Accounts | 1,388 |
| Avg Account Size | $338K |
| Employees | 10 |
| Peak AUM | $469.4MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $469M | +20.0% | +17.4% | +13.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $469.4M |
| Discretionary | $468.9M |
| Employees | 10 |
| Client Accounts | 1388 |
| Client Range | 1-10 |
Contact & Location
Address
1630 E RIVER RD
TUCSON AZ 85718
Phone
520-745-5555
Filing History
32 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$469M
99.9% of AUM
Non-Discretionary
$545,687
0.1% of AUM
Disc. mix ▲ 0.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Banking Institution
Related Entities (Item 7)
Insurance CompanyPension Consultant