Nova R Wealth, Inc.
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 169574
- Registered since
- January 2, 2014
- Website
- www.novarwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.81%
- Individuals15.7%
- Corporations / Businesses5.34%
- Pension & Profit Sharing Plans1.12%
- Charitable Organizations0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Nova R Wealth, Inc. is an independent registered investment adviser organized as a corporation and first registered with the SEC in 2014. The firm identifies as a capital allocator serving individual and family clients and combines financial planning with discretionary portfolio management for individuals, small businesses and institutional clients. Its service set includes pension consulting and selection of third‑party managers. Fee arrangements vary by engagement and include percentage‑of‑AUM, hourly billing and fixed fees. The firm does not list ESG investing as an active focus.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities20%
- Cash & Cash Equivalents8%
- US Government Bonds2%
- State & Local Bonds1%
Contacts
3 of 4
Timothy Rodgers
PrincipalCRD 735129
Brenda Richman
Financial PlannerCRD 5419019
Matthew Rodgers
Research AnalystCRD 6653883
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$276M in ETFs
74%
$204M
24%
$72.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND (VGIT) | Vanguard | Passive | Intermediate Government | $45.9M | 777,537 | 16.63% |
Location
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 9990 College Blvd
- Time zone
- CT (UTC-6)
- Office locations
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