SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Nova R Wealth, Inc.
Overland Park, KS
CRD 169574
Firm filing updated August 4, 2026 ·
- $452.6MAssets
- 4Advisory staff
- 962Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals210
- High net worth individuals113
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 210 | $71.1 million |
| High net worth individuals | 113 | $352.1 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $5.1 million |
| Charitable organizations | Fewer than 5 clients | $129,972 |
| Corporations or other businesses not listed above | Fewer than 5 clients | $24.2 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 6 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Other: "FINANCIAL CONSULTING"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Other: "FINANCIAL CONSULTING"
Assets and accounts
- Regulatory assets$452.6 million
- Accounts962
- Discretionary$446.6 million · 960 accounts
- Non-discretionary$6.0 million · 2 accounts
People
- Employees8
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents2
- Planning clients101 to 250
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 169574, SEC file 801-78933.
- Registered with the SEC as an investment advisor (status date on record: January 2, 2014).
Is Nova R Wealth, Inc. a fiduciary?
Short answer: Nova R Wealth, Inc. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
2 staff are licensed insurance agents.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.