Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$168,156,355
Total clients
261
15% high-net worth
Total advisors
6
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
44
Average account size
$644,277
NovaDius Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations and retirement plan fiduciaries, including 401(k) and pension consulting with participant education and enrollment meetings. Services include discretionary portfolio management, goals-based forecasting, and standalone financial planning or consulting engagements.
The firm uses a global strategic asset allocation framework implemented predominantly through exchange-traded funds (ETFs), constructing model portfolios that range from conservative to aggressive and that can be customized to client objectives. NovaDius manages roughly $168.2 million in client assets, primarily on a discretionary basis, and may employ option overlay strategies, individual securities, annuities and alternative or digital-asset investments for qualifying clients.
Noteworthy distinctions include a wholly owned insurance brokerage subsidiary, ETF Store Financial Services LLC, through which insurance products are placed and for which related compensation is received and disclosed, creating potential conflicts the firm says it manages through disclosure and internal policies. The firm also produces investor-education content (podcasts such as ETF Prime and Crypto Prime), offers client and plan-participant workshops, and has a third-party content partner to handle podcast advertising to reduce direct solicitation conflicts.
Flat fee option available for certain engagements at firm's discretion; fees quoted in advance and negotiable.
$0 - $1,000,000: 1.25% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001+: 0.75% annually
Fees for financial planning or consulting charged on a fixed or hourly basis; amounts negotiable and quoted in advance.
Novadius Wealth Management
7300 West 110 Th Street, Suite 870
Overland Park KS 66210, United States
Number of offices
1
California · Florida · Illinois · Indiana · Kansas · Missouri · Nebraska · Texas
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Overland Park, KS
Novadius Wealth Management
Series 65
Overland Park, KS
Novadius Wealth Management
CFA®
Overland Park, KS
Novadius Wealth Management
CFA®, Series 65
Overland Park, KS
Novadius Wealth Management
Series 63, Series 66
Overland Park, KS
Novadius Wealth Management
Series 65
Overland Park, KS
Novadius Wealth Management
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