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NOVA R WEALTH, INC.
CRD 169574File 801-78933
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$452.6M
Above cohort median (national)
Discretionary AUM
$446.6M
Non-discretionary $6.0M
Clients
323
962 accounts
Employees
8
Below cohort median in KS
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 2, 2014
- Principal office
- 9990 COLLEGE BLVD., OVERLAND PARK, KS, 66210
- Phone
- (913) 225-9201
- Website
- https://www.novarwealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $452.6M
- Discretionary AUM
- $446.6M
- Non-discretionary AUM
- $6.0M
- Discretionary accounts
- 960
- Non-discretionary accounts
- 2
- Total accounts
- 962
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $24.2M |
| Charitable organizations | Fewer than 5 | $130K |
| High net worth individuals | 113 | $352.1M |
| Pension and profit sharing plans | Fewer than 5 | $5.1M |
| Individuals (other than high net worth individuals) | 210 | $71.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- 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
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11E1
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 12, 2026 | Clients | 328 | 323 | decreased by5 |
| Apr 1, 2026 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2026 | Clients | 321 | 328 | increased by7 |
| Apr 1, 2026 | AUM | $411,967,443 | $452,563,519 | increased by$40,596,076 |
| Apr 1, 2026 | Accounts | 888 | 962 | increased by74 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 7 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 325 | 321 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $420,190,407 | $411,967,443 | decreased by$8,222,964 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 962 | 888 | decreased by74 |
| Apr 1, 2022 | Clients | 317 | 325 | increased by8 |
| Apr 1, 2022 | AUM | $347,333,640 | $420,190,407 | increased by$72,856,767 |
| Apr 1, 2022 | Accounts | 906 | 962 | increased by56 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NOVA WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NOVA 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.