NOVA R WEALTH, INC.
Total AUM
$452.6M
Employees
8Clients
328Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9990 COLLEGE BLVD.
OVERLAND PARK
KS 66210
United States
OVERLAND PARK
KS 66210
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
(913) 225-9201
Financials
Total AUM
$452.6M
Accounts
962Discretionary
$446.6M
Accounts
960Non-Discretionary
$6M
Accounts
2
Clients
Individual Clients
210AUM
$71.1M
HNW Individual Clients
113AUM
$352.1M
Pension/Profit Sharing Plan Clients
1AUM
$5.1M
Charitable Organization Clients
1AUM
$130K
Corporation or Business Clients
3AUM
$24.2M
Services
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
Compliance
Disclosures
SRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
CACOFLILKSMONETX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.