OVERLAND PARK, KSCRD 169574Latest ADV March 17, 2026
Nova R Wealth, Inc. 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 17, 2026, reports $453M in regulatory assets under management, 8 employees, and 962 accounts.
Assets Under Management
$453M
Employees
8
Offices
--
Total Clients
328
Primary office
OVERLAND PARK, KS
9990 COLLEGE BLVD., OVERLAND PARK, KS, United States
Top client segmentIndividuals represent 64.0% of total clients.
Top client categories% of clientsClients
1
Individuals
64.0%
210
2
HNWI
34.5%
113
3
Corporations
0.9%
3
4
Pension Plans
0.3%
1
5
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$453Mas of March 17, 2026
Discretionary98.7%
$447M
99% of total RAUM98.7%
Non-discretionary1.3%
$6M
1% of total RAUM1.3%
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$453M
Total Accounts962
10Y AUM Change+$167M (+58.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee41:1
10Y Employee Change+3 (+60.0%)
* 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.