Novadius Wealth Management
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 148229
- Registered since
- March 16, 2018
- Website
- www.novadius.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI56.02%
- Individuals34.02%
- Pension & Profit Sharing Plans9.73%
- Corporations / Businesses0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Novadius Wealth Management is an independent registered investment adviser that began SEC registration in 2018. The firm serves both individual and family clients as well as institutional accounts and combines financial planning with portfolio management across a mix of fee models (percentage of AUM, hourly and fixed fees). Its advisory work includes comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio services for businesses or institutions, pension consulting and selection of other advisers, and it also runs educational seminars and workshops. The firm also operates as an insurance broker.
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 Funds70%
- Exchange Traded Equities13%
- Investment Grade Corp Bonds7%
- Cash & Cash Equivalents5%
- US Government Bonds2%
Contacts
3 of 7
Elliott Homan
Investment AdvisorCRD 6188628
Nathan Geraci
PresidentCRD 5606495
William Fisher
Senior Investment AdvisorCRD 4595556
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$113M in ETFs
82%
$92.1M
8%
$20.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $18.7M | 24,371 | 16.54% |
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
- 7300 W 110th St
- Time zone
- CT (UTC-6)
- Office locations
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