Novadius Wealth Management

RIASEC RegisteredEst. 2018

Total AUM

$168M

Discretionary

$152M

90% of AUM

Avg account

$264K

Accounts

636

Employees

Advisory reps

Firm details

Headquarters: Overland Park, Kansas
CRD number: 148229
Registered since: March 16, 2018
Website: www.novadius.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI56.02%
Individuals34.02%
Pension & Profit Sharing Plans9.73%
Corporations / Businesses0.24%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Novadius Wealth Management is an independent, SEC-registered investment adviser organized as a corporation and operating since 2018. The firm serves both individual and institutional clients, positioning itself as a capital allocator that sources third-party managers in addition to managing client portfolios directly. Advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and educational seminars. The firm also performs insurance brokerage work and lists pension consulting among its advisory activities. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. Novadius does not describe itself as an active ESG investor.