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NOVA R WEALTH, INC.
CRD 169574 · SEC 801-78933
9990 COLLEGE BLVD., OVERLAND PARK, KS, 66210, United States
Phone
(913) 225-9201
Fax
(913) 225-9215
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$452.6M
Discretionary AUM
$446.6M
Team
8 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersFINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 210 | $71.1M |
| High net worth individuals | 113 | $352.1M |
| Pension/profit sharing plans | 1 | $5.1M |
| Charitable organizations | 1 | $130K |
| Corporations/business entities | 3 | $24.2M |
States served
CA, CO, IL, KS, NE, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD