Nova R Wealth, Inc.
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 169574
- Registered since
- January 2, 2014
- Website
- www.novarwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.81%
- Individuals15.7%
- Corporations / Businesses5.34%
- Pension & Profit Sharing Plans1.12%
- Charitable Organizations0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Nova R Wealth, Inc. is an independent, individual-owned registered investment adviser that registered with the SEC in 2014. The firm focuses on serving individual and family clients and offers a mix of financial planning and portfolio management services for individuals, small businesses, and institutions, plus pension consulting and selection of other advisers. Its billing model includes a percentage-of-AUM fee, along with hourly and fixed-fee arrangements. Nova R Wealth is identified as a capital allocator but does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities20%
- Cash & Cash Equivalents8%
- US Government Bonds2%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$273M in ETFs
74%
$203M
24%
$70.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND (VGIT) | Vanguard | Passive | Intermediate Government | $46.7M | 824,834 | 17.13% |
Location
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 9990 College Blvd
- Time zone
- CT (UTC-6)
- Office locations
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