Novera Wealth, INC.: applying for SEC registration, New York, NY
Novera Wealth, INC. (New York, New York): applying for SEC registration, New York, NY. Dated 51 days ago, it serves as a historical benchmark. Score 65/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Free preview: all 8 published fields of this record are shown below. Locked: 177 related NY NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Novera Wealth, INC. |
| Legal name | Novera Wealth, INC. |
| CRD | 343978 |
| Status | In 120-day approval window |
| Registered with the SEC | 2026-09-14 |
| Latest Form ADV filing | 2026-08-20 |
| Location | New York, NY, United States |
| Employees | 1 |
| Peer records CSV (178 NY records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch Novera Wealth, INC.
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Free first: a 10-record sample of NY records
See the real columns before you buy. One confirmation email, nothing else unless you opt in.
Unlock Novera Wealth + all 178 NY records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-09-14
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (NY first): Park Square Capital USA LP · Silver Rock Capital Partners · Alesco Advisors, LLC, An Esl Company · Bonaccord Capital Partners · S3 Capital Advisors LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
Peer benchmark and outreach value: Novera Wealth, INC. and 178 New York peers
- New York NewRiaPulse records like this one: 178
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every New York peer: $35,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
65 / 100 Score
- Registered in the last 60 days.
- Still in the approval window: vendors not yet chosen.
What is the NewRiaPulse record for Novera Wealth, INC. in New York, New York?
Novera Wealth, INC. applied for SEC registration as an investment adviser (2026-09-14), based in New York, NY.
How does Novera Wealth, INC. compare to other New York NewRiaPulse records?
It is 51 days old; check the official source for later updates before acting.
Novera Wealth, INC. vs. top 3 peers
| Organization | Location | Record date |
|---|---|---|
| Novera Wealth, INC. | New York, NY | 2026-09-14 |
| Lorum Advisory LLC | New York, NY | 2026-09-29 |
| Cambial Partners LP | New York, Ny, NY | 2026-09-25 |
| Forvm Global Investments LLC | New York, NY | 2026-09-22 |
Related records
NewRiaPulse: Under $100M NewRiaPulse: records in New York NewRiaPulse: In 120-day approval window
Cross-dataset signals in New York
Newly funded companies in New York (SEC Form D) (65) IpoFilingPulse: records in New York (61)
More New York public-record feeds
New York State Highway Work Permits Issued Pulse in New York New York Advantage After School Program Pulse in New York New York City Taxicab Partition Manufacturers and Installers Pulse in New York New York City NYC Pool Inspections Pulse in New York FMCSA Trucking Insurance Cancellations by Carrier, Insurer & Fleet Size in New York New York Hospital Inpatient Discharges (SPARCS De Pulse in New York New York City of Albany Vacant Building Inventory Pulse in New York Nonprofit Revenue, Expenses & Assets from Form 990 in New York
How to monitor Novera Wealth, INC. and peer in 120-day approval window records
Get new NewRiaPulse records like Novera Wealth, INC. by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.