Robert B Dunn
Investment adviser representative at Novi Wealth Partners
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$612.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Novi Wealth PartnersJan 2013 to now
- Private Wealth Management Group, LLCJan 2013 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Novi Wealth Partners
Legal name: Private Wealth Management Group LLC
$612.8MAssets managed
272Clients
7Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4377140
- Firm CRD
- 166539