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Member, Senior Wealth Advisor · Novi Wealth Partners

Ryan M Vogel

CRD 4687524 · Named on Form ADV at one SEC-registered adviser

At a glance

Novi Wealth Partners, an SEC-registered wealth manager based in Princeton, NJ with $613 million in regulatory assets, lists Ryan M Vogel on its Form ADV as Member, Senior Wealth Advisor.

Firms and roles

  • Novi Wealth PartnersMember, Senior Wealth AdvisorWealth manager · Princeton, NJ · $613M in regulatory assets

AtlasMembers

Ryan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ryan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.