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NOVADIUS WEALTH MANAGEMENT
Legal name: THE ETF STORE, INC.
CRD 148229File 801-112654
APPROVED
Retail clients
Filing as of Aug 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$168.2M
Bottom 25% of cohort (national)
Discretionary AUM
$151.6M
Non-discretionary $16.6M
Clients
270
636 accounts
Employees
6
Bottom 25% of cohort in KS
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 16, 2018
- Principal office
- 7300 WEST 110TH STREET, SUITE 870, OVERLAND PARK, KS, 66210
- Phone
- 877-365-3837
- Website
- http://www.novadius.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $168.2M
- Discretionary AUM
- $151.6M
- Non-discretionary AUM
- $16.6M
- Discretionary accounts
- 624
- Non-discretionary accounts
- 12
- Total accounts
- 636
- AUM per client
- $623K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $406K |
| High net worth individuals | 39 | $94.2M |
| Pension and profit sharing plans | 6 | $16.4M |
| Individuals (other than high net worth individuals) | 222 | $57.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 249 | 270 | increased by21 |
| Apr 1, 2026 | AUM | $148,165,700 | $168,156,355 | increased by$19,990,655 |
| Apr 1, 2026 | Accounts | 582 | 636 | increased by54 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 8 | 6 | decreased by2 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 237 | 249 | increased by12 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $130,227,200 | $148,165,700 | increased by$17,938,500 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 550 | 582 | increased by32 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 8 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 403 | 237 | decreased by166 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $201,954,721 | $130,227,200 | decreased by$71,727,521 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 979 | 550 | decreased by429 |
| Apr 1, 2022 | Clients | 389 | 403 | increased by14 |
| Apr 1, 2022 | AUM | $211,295,499 | $201,954,721 | decreased by$9,340,778 |
| Apr 1, 2022 | Accounts | 1,021 | 979 | decreased by42 |
| Jan 1, 2022 | Employees | 7 | 9 | increased by2 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NOVADIUS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NOVADIUS WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.