Overview
Assets Under Management: $168 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 39
Average Client Assets: $2.4 million
Frequently Asked Questions
NOVADIUS WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148229), NOVADIUS WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
NOVADIUS WEALTH MANAGEMENT is headquartered in OVERLAND PARK, KS.
NOVADIUS WEALTH MANAGEMENT serves 39 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, NOVADIUS WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
NOVADIUS WEALTH MANAGEMENT manages $168 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, NOVADIUS WEALTH MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.02%
Average Client Assets: $2.4 million
Total Client Accounts: 636
Discretionary Accounts: 624
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 148229
Filing ID: 2083517
Last Filing Date: 2026-03-26 11:46:51