RIA Intel›Advisers›Delaware›ANNOVA LLC

ANNOVA LLC

Advisory

WILMINGTON, DE

Data as of Mar 12, 2026 · Source: SEC Form ADV

Average account

$323K

across 61 accounts

AUM per adviser

$20M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients30

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDE, PA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

30 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

DONNELLY FINANCIAL SERVICES LLC

$20M

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$20M

OLIVE TREE RIDGE INVESTMENT ADVISORS

$19M

ORESUND CAPITAL LLC

$21M

ROWEN CAPITAL MANAGEMENT, LLC

$18M

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