Stephanie Gomez

NOVA WEALTH MANAGEMENT

BONITA SPRINGS, FL 34134

CRD#: 8222852

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Professional summary

Stephanie Gomez, who also goes by Stephanie Cifuentes, is a registered financial advisor currently at NOVA WEALTH MANAGEMENT, INC. located in Bonita Springs, Florida.

Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Stephanie has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Stephanie Cifuentes

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Gomez's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 19, 2026 - Present

NOVA WEALTH MANAGEMENT, INC.

Office #1: 24311 Walden Center Dr Suite 200, Bonita Springs, FL 34134

RIA

CRD#: 169450

BONITA SPRINGS, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NOVA WEALTH MANAGEMENT, INC.

CRD#: 169450 / SEC#: 801-128016

RIA

Registered Investment Advisory firm - (5/19/2023 Approved)

California

Registered Investment Advisory firm - (7/21/2023 Terminated)

Florida

Registered Investment Advisory firm - (6/21/2023 Terminated)

Illinois

Registered Investment Advisory firm - (6/21/2023 Terminated)

Minnesota

Registered Investment Advisory firm - (6/24/2023 Terminated)

New York

Registered Investment Advisory firm - (6/21/2023 Terminated)

Ohio

Registered Investment Advisory firm - (6/21/2023 Terminated)

Texas

Registered Investment Advisory firm - (6/21/2023 Terminated)

Wisconsin

Registered Investment Advisory firm - (6/21/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(2/19/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/29/2026

Uniform Investment Adviser Law Examination

Current Firm

NOVA WEALTH MANAGEMENT, INC.

CRD#: 169450 / SEC#: 801-128016

RIA

Registered Investment Advisory firm - (5/19/2023 Approved)

California

Registered Investment Advisory firm - (7/21/2023 Terminated)

Florida

Registered Investment Advisory firm - (6/21/2023 Terminated)

Illinois

Registered Investment Advisory firm - (6/21/2023 Terminated)

Minnesota

Registered Investment Advisory firm - (6/24/2023 Terminated)

New York

Registered Investment Advisory firm - (6/21/2023 Terminated)

Ohio

Registered Investment Advisory firm - (6/21/2023 Terminated)

Texas

Registered Investment Advisory firm - (6/21/2023 Terminated)

Wisconsin

Registered Investment Advisory firm - (6/21/2023 Terminated)

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Contact information

Main Address

24311 Walden Center Dr Suite 200, Bonita Springs, FL 34134

Mailing Address

Phone number

(239) 444-1794

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (7/31/2025)

WRAP FEE PROGRAM BROCHURE (7/31/2025)

Regulatory assets under management

Total Number of Accounts	682
AUM (Assets Under Management)	$ 190,976,776

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Stephanie Gomez

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Gomez's CRS (Customer Relationship Summary).

Certified licenses

Experience

NOVA WEALTH MANAGEMENT, INC.

Primary Firm SEC Registration

NOVA WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/29/2026

Current Firm

NOVA WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NOVA WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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