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, privately owned registered investment adviser (corporation) that registered with the SEC in 2014. The firm serves individual and family clients and positions itself as both a discretionary portfolio manager and a capital allocator that sources third‑party managers. Its billing mixes percentage-of-AUM fees with hourly and fixed fees. Core advisory capabilities listed include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting services, and the selection of other advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 5
Matthew Rodgers
Research AnalystCRD 6653883
Eric Rodgers
VP, OperationsCRD 6769932
Timothy Rodgers
PrincipalCRD 735129
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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