NOVA R WEALTH, INC.
CRD #169574 SEC #801-78933 OVERLAND PARK, KS (913) 225-9201
SEC Registered Disclosures
Total AUM
$412M
Discretionary
$401.8M
Employees
7
Clients
101
Accounts
888
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $412M | $401.8M | $10.2M | 7 | 3 |
| Aug 2025 | $412M | $401.8M | $10.2M | 7 | 3 |
| Jul 2025 | $412M | $401.8M | $10.2M | 7 | 3 |
| Mar 2025 | $412M | $401.8M | $10.2M | 7 | 3 |
| Aug 2024 | $391.9M | $382.8M | $9.1M | 7 | 2 |
| Mar 2024 | $391.9M | $382.8M | $9.1M | 7 | 2 |
| Nov 2023 | $336.8M | $325.6M | $11.2M | 6 | 5 |
| Apr 2023 | $336.8M | $325.6M | $11.2M | 6 | 5 |
| Mar 2023 | $336.8M | $325.6M | $11.2M | 6 | 5 |
| May 2022 | $420.2M | $406M | $14.2M | 6 | 3 |
| Mar 2022 | $420.2M | $406M | $14.2M | 6 | 3 |
| Nov 2021 | $347.3M | $346.3M | $1.1M | 6 | 10 |
| Aug 2021 | $347.3M | $346.3M | $1.1M | 6 | 10 |
| May 2021 | $347.3M | $346.3M | $1.1M | 6 | 10 |
| Feb 2021 | $347.3M | $346.3M | $1.1M | 6 | 10 |
| Jun 2020 | $331.2M | $320.9M | $10.4M | 7 | 0 |
| May 2020 | $331.2M | $320.9M | $10.4M | 7 | 0 |
| Feb 2020 | $331.2M | $320.9M | $10.4M | 7 | 0 |
| Jan 2020 | $281.8M | $273.4M | $8.4M | 7 | 0 |
| Aug 2019 | $281.8M | $273.4M | $8.4M | 7 | 0 |
| Mar 2019 | $281.8M | $273.4M | $8.4M | 7 | 0 |
| Nov 2018 | $311.2M | $311.2M | $0 | 7 | 0 |
| Oct 2018 | $311.2M | $311.2M | $0 | 6 | 0 |
| Mar 2018 | $311.2M | $311.2M | $0 | 6 | 0 |
| Mar 2018 | $311.2M | $311.2M | $0 | 6 | 0 |
| Jul 2017 | $285.3M | $285M | $334.2K | 6 | 300 |
| May 2017 | $285.3M | $285M | $334.2K | 5 | 300 |
| Apr 2017 | $285.3M | $285M | $334.2K | 5 | 300 |
| Mar 2017 | $285.3M | $285M | $334.2K | 5 | 300 |
| Jul 2016 | $260.1M | $260.1M | $0 | 5 | 300 |
| Mar 2016 | $260.1M | $260.1M | $0 | 6 | 300 |
| Dec 2015 | $270.8M | $270.8M | $0 | 6 | 300 |
| Sep 2015 | $270.8M | $270.8M | $0 | 6 | 300 |
| Jun 2015 | $270.8M | $270.8M | $0 | 6 | 300 |
| May 2015 | $270.8M | $270.8M | $0 | 6 | 300 |
| Mar 2015 | $270.8M | $270.8M | $0 | 6 | 300 |
| Aug 2014 | $0 | $0 | $0 | 4 | 0 |
DateSep 2025
Total AUM$412M
Discretionary$401.8M
Non-Disc.$10.2M
Employees7
Clients3
DateAug 2025
Total AUM$412M
Discretionary$401.8M
Non-Disc.$10.2M
Employees7
Clients3
DateJul 2025
Total AUM$412M
Discretionary$401.8M
Non-Disc.$10.2M
Employees7
Clients3
DateMar 2025
Total AUM$412M
Discretionary$401.8M
Non-Disc.$10.2M
Employees7
Clients3
DateAug 2024
Total AUM$391.9M
Discretionary$382.8M
Non-Disc.$9.1M
Employees7
Clients2
DateMar 2024
Total AUM$391.9M
Discretionary$382.8M
Non-Disc.$9.1M
Employees7
Clients2
DateNov 2023
Total AUM$336.8M
Discretionary$325.6M
Non-Disc.$11.2M
Employees6
Clients5
DateApr 2023
Total AUM$336.8M
Discretionary$325.6M
Non-Disc.$11.2M
Employees6
Clients5
DateMar 2023
Total AUM$336.8M
Discretionary$325.6M
Non-Disc.$11.2M
Employees6
Clients5
DateMay 2022
Total AUM$420.2M
Discretionary$406M
Non-Disc.$14.2M
Employees6
Clients3
DateMar 2022
Total AUM$420.2M
Discretionary$406M
Non-Disc.$14.2M
Employees6
Clients3
DateNov 2021
Total AUM$347.3M
Discretionary$346.3M
Non-Disc.$1.1M
Employees6
Clients10
DateAug 2021
Total AUM$347.3M
Discretionary$346.3M
Non-Disc.$1.1M
Employees6
Clients10
DateMay 2021
Total AUM$347.3M
Discretionary$346.3M
Non-Disc.$1.1M
Employees6
Clients10
DateFeb 2021
Total AUM$347.3M
Discretionary$346.3M
Non-Disc.$1.1M
Employees6
Clients10
DateJun 2020
Total AUM$331.2M
Discretionary$320.9M
Non-Disc.$10.4M
Employees7
Clients0
DateMay 2020
Total AUM$331.2M
Discretionary$320.9M
Non-Disc.$10.4M
Employees7
Clients0
DateFeb 2020
Total AUM$331.2M
Discretionary$320.9M
Non-Disc.$10.4M
Employees7
Clients0
DateJan 2020
Total AUM$281.8M
Discretionary$273.4M
Non-Disc.$8.4M
Employees7
Clients0
DateAug 2019
Total AUM$281.8M
Discretionary$273.4M
Non-Disc.$8.4M
Employees7
Clients0
DateMar 2019
Total AUM$281.8M
Discretionary$273.4M
Non-Disc.$8.4M
Employees7
Clients0
DateNov 2018
Total AUM$311.2M
Discretionary$311.2M
Non-Disc.$0
Employees7
Clients0
DateOct 2018
Total AUM$311.2M
Discretionary$311.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$311.2M
Discretionary$311.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$311.2M
Discretionary$311.2M
Non-Disc.$0
Employees6
Clients0
DateJul 2017
Total AUM$285.3M
Discretionary$285M
Non-Disc.$334.2K
Employees6
Clients300
DateMay 2017
Total AUM$285.3M
Discretionary$285M
Non-Disc.$334.2K
Employees5
Clients300
DateApr 2017
Total AUM$285.3M
Discretionary$285M
Non-Disc.$334.2K
Employees5
Clients300
DateMar 2017
Total AUM$285.3M
Discretionary$285M
Non-Disc.$334.2K
Employees5
Clients300
DateJul 2016
Total AUM$260.1M
Discretionary$260.1M
Non-Disc.$0
Employees5
Clients300
DateMar 2016
Total AUM$260.1M
Discretionary$260.1M
Non-Disc.$0
Employees6
Clients300
DateDec 2015
Total AUM$270.8M
Discretionary$270.8M
Non-Disc.$0
Employees6
Clients300
DateSep 2015
Total AUM$270.8M
Discretionary$270.8M
Non-Disc.$0
Employees6
Clients300
DateJun 2015
Total AUM$270.8M
Discretionary$270.8M
Non-Disc.$0
Employees6
Clients300
DateMay 2015
Total AUM$270.8M
Discretionary$270.8M
Non-Disc.$0
Employees6
Clients300
DateMar 2015
Total AUM$270.8M
Discretionary$270.8M
Non-Disc.$0
Employees6
Clients300
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0