Brenden John Leese
Investment adviser representative at Novi Wealth Partners
11 yearsExperience
1 stateRegistered in
$612.8MFirm assets
13 yearsFirm in business
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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
11 years in the industry.
- Novi Wealth PartnersFeb 2019 to now
- Radnor Financial Advisors Inc.May 2018 to Aug 2018
- Temple UniversitySep 2015 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7291337
- Firm CRD
- 166539