Nova R Wealth, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Nova R Wealth is a registered investment adviser that serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, pension plans and business entities with wealth management, discretionary and non‑discretionary investment management, financial planning, and pension consulting. The firm constructs portfolios using diversified mutual funds and ETFs, and it also implements individual stocks, bonds and allocations to third‑party managers and separately managed account (SMA) strategies.
The firm’s process is client‑specific and generally long‑term oriented, with portfolios shaped by each client’s goals, risk tolerance and liquidity needs and adjusted through rebalancing or shorter‑term trades as warranted. Nova R Wealth routinely uses independent third‑party managers (including Orion Advisor Solutions for certain SMA strategies), and the brochure states the firm may recommend privately‑offered and early‑stage securities; it also discloses that certain SMA strategies available through its third‑party sub‑advisers may employ derivative instruments or borrowing (leverage) where appropriate.
Distinctive features noted in the ADV include a reported FINRA‑related disciplinary matter involving a firm principal in 2015, a disclosure that is uncommon among peer team firms. The firm’s operational model relies on institutional platforms and third‑party relationships (including an Orion sub‑adviser and an operational affiliation with Dynasty) and uses a third‑party order management system for held‑away accounts, which introduces specific operational considerations and potential conflicts of interest, particularly around private placements and related principal ownership stakes.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed engagement fee generally ranging from $2,000 to $10,000 for financial planning and consulting services.
$0 - $100,000: 1.50% $100,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.65% $3,000,001 - $5,000,000: 0.55% $5,000,001 - $10,000,000: 0.45% $10,000,001 - $30,000,000: 0.35%
Insurance commissions earned by advisory persons for selling insurance products, separate and in addition to advisory fees.
$300 - $500 per hour for financial planning and consulting services.
Main office
9990 College Blvd.
Overland Park KS 66210
Advisors at this office
5
Most active in
California · Colorado · Florida · Illinois · Kansas · Missouri · Nebraska · Texas
Also doing business as
Janice Advisors, LLC · Nova R Wealth, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Quick links
Advisors at this firm
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