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Building 2NOVA R WEALTH, INC.

Map pinOVERLAND PARK, KS
Phone(913) 225-9201
NotebookSEC #801-78933
Total AUM
$452.6M
Employees
8
Clients
328

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9990 COLLEGE BLVD.
OVERLAND PARK
KS 66210
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
(913) 225-9201

ReceiptFinancials

Total AUM
$452.6M
Accounts
962
Discretionary
$446.6M
Accounts
960
Non-Discretionary
$6M
Accounts
2

ContactClients

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Individual Clients
210
AUM
$71.1M
HNW Individual Clients
113
AUM
$352.1M
Pension/Profit Sharing Plan Clients
1
AUM
$5.1M
Charitable Organization Clients
1
AUM
$130K
Corporation or Business Clients
3
AUM
$24.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
CACOFLILKSMONETX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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