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Firm profile

Novadius Wealth Management

OVERLAND PARK, KSCRD 148229Latest ADV March 26, 2026

Novadius Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated March 26, 2026, reports $168M in regulatory assets under management, 6 employees, and 636 accounts.

Assets Under Management
$168M
Employees
6
Offices
--
Total Clients
270
Primary office
OVERLAND PARK, KS
7300 WEST 110TH STREET, SUITE 870, OVERLAND PARK, KS, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCONathan Geraci

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 19, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 82.2% of total clients.
Top client categories% of clientsClients
1
Individuals
82.2%
222
2
HNWI
14.4%
39
3
Pension Plans
2.2%
6
4
Corporations
1.1%
3

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$168Mas of March 26, 2026
Discretionary90.2%
$152M
90% of total RAUM90.2%
Non-discretionary9.8%
$17M
10% of total RAUM9.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$168M
Total Accounts636
10Y AUM Change+$59M (+53.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee45:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.