RIA Intel›Advisers›Pennsylvania›NOVAK, MICHAEL DAVID

NOVAK, MICHAEL DAVID

Advisory

LANCASTER, PA

Data as of Feb 5, 2026 · Source: SEC Form ADV

Rank in PA

#1,278

of 1,528 advisers by AUM

Average account

$99K

across 171 accounts

AUM per adviser

$8M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 5, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients73

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InOH, PA

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

73 clients

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

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