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.
Novadius Wealth Management
Overland Park, KS
The ETF Store, Inc., CRD 148229
Firm filing updated August 4, 2026 ·
- $168.2MAssets
- 270Clients
- 6Advisory staff
- 636Accounts
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
- Individuals222
- High net worth individuals39
- Pension and profit sharing plans6
- Corporations or other businesses3
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 222 | $57.2 million |
| High net worth individuals | 39 | $94.2 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $16.4 million |
| Corporations or other businesses not listed above | 3 | $405,993 |
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)
- Educational seminars/workshops
- 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)
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$168.2 million
- Accounts636
- Discretionary$151.6 million · 624 accounts
- Non-discretionary$16.6 million · 12 accounts
People
- Employees6
- Advisory staff6
- Broker-dealer reps0
- Licensed insurance agents5
- Planning clients0
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: The ETF Store, Inc. SEC-registered investment advisor. CRD 148229, SEC file 801-112654.
- Registered with the SEC as an investment advisor (status date on record: March 16, 2018).
Is Novadius Wealth Management a fiduciary?
Short answer: Novadius Wealth Management is registered with the SEC as an investment advisor.
More detail
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.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
5 staff are licensed insurance agents and the firm is itself an insurance broker or agent.
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.