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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.