Norvia Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Norvia Wealth Management provides discretionary portfolio management, written financial planning, and pension consulting services to individuals, high-net-worth individuals, and pension/profit-sharing plans. The firm prepares an Investment Policy Statement for each client and offers ongoing account monitoring and quarterly reporting through custodian statements.
Its investment process draws on multiple methods of analysis — including charting, cyclical, fundamental, quantitative, technical, and modern portfolio theory — and it employs both long‑term and short‑term trading strategies. Portfolios may include mutual funds, equities, fixed income, REITs, ETFs (including precious‑metals ETFs), annuities and private placements, and the firm requires clients to custody assets at Schwab Institutional while tailoring allocations to client risk profiles.
Distinctive aspects disclosed in the brochure include that the firm’s management person is an independent licensed insurance agent who may receive commissions for sales of insurance products (the firm documents and discloses this conflict of interest and states commissions are not its primary source of revenue). The firm also offers pension consulting services (such as recommending money managers and creating written pension plans), and as of July 2026 reported no assets under management while maintaining no account minimum and negotiable engagement terms.
Client services
Expertise
Fee options
Financial planning fixed fees range from $250 to $5,000.
$0 - $2,000,000: 2.00% $2,000,001+: 0.85%
Commission compensation received by insurance agent for sale of insurance products; not primary source of advisory fees.
Main office
Maryland Heights MO
Advisors at this office
1
Most active in
Missouri
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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