NOVADIUS WEALTH MANAGEMENT

Overview

Novadius Wealth Management is an independent registered investment adviser that began SEC registration in 2018 and operates as a privately held corporation. The firm serves both individual and family clients as well as institutional clients and combines traditional advisory services with insurance brokerage. Novadius positions itself as a capital allocator that employs third‑party managers for alternative exposures while retaining hands‑on portfolio and financial planning capabilities. Advisory services include comprehensive financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting and manager selection, along with client education through seminars and workshops. Fee arrangements are flexible and include percentage‑of‑AUM billing plus hourly and fixed‑fee engagements. The firm does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices