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 individual clients (including high‑net‑worth individuals), trusts, estates, and retirement plans, managing roughly $452.6 million for about 323 clients with a team of five advisors. The firm provides wealth management and discretionary investment management, financial planning, pension consulting, and may coordinate with independent third‑party managers and custodians to implement client portfolios.
The firm’s investment approach is primarily long‑term focused and typically builds diversified portfolios using mutual funds and ETFs, while also using individual stocks and bonds and delegating portions of portfolios to third‑party managers when appropriate. The ADV notes that Nova R Wealth uses Orion as a sub‑adviser for certain separately managed account (SMA) strategies and maintains discretion to select, monitor, or replace those strategies on clients’ behalf.
What is noteworthy in the brochure is a disclosed regulatory matter: a 2015 FINRA acceptance, waiver and consent relating to proper disclosure of outside activities by a principal. The ADV also highlights that some SMA strategies used by the firm (via Orion and other managers) may permit use of derivatives and the use of borrowing/leverage and that the firm may recommend privately‑offered securities (including early‑stage issuers), with attendant conflicts of interest disclosed when principals have ownership stakes.
Client services
Expertise
Occupation focus
Fee options
Fixed engagement fee generally ranging from $2,000 to $10,000 for financial planning and consulting services outside wealth management.
$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%
$300 - $500 per hour for financial planning and consulting services outside wealth management.
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
Brenda R
CFP®, Series 65, Series 66
Overland Park, KS
Nova R Wealth, Inc.
Brenda Richman is a CFP® certificant with 14 years of industry experience. She has worked at Nova R Wealth, Inc. since 2017 and previously held roles at Legacy Financial Strategies, LLC and Waddell & Reed. Richman also maintains an independent insurance agent license and dedicates time to continuing education in that capacity. Nova R Wealth is a registered investment adviser serving individual clients, trusts, estates, and retirement plans. The firm manages diversified, long-term focused portfolios using mutual funds, ETFs, individual securities, and third-party managers, with a team of five advisors overseeing approximately $452.6 million in assets.
Eric R
Series 65
Overland Park, KS
Nova R Wealth, Inc.
Eric Rodgers is a financial advisor at Nova R Wealth, Inc. in Overland Park, KS, with nine years of industry experience. He holds a Series 65 designation and has been with Nova R Wealth since 2015. Nova R Wealth serves individual clients, trusts, estates, and retirement plans, managing approximately $452.6 million through a team of five advisors. The firm offers wealth management, discretionary investment management, financial planning, and pension consulting, constructing primarily long-term, diversified portfolios using mutual funds, ETFs, individual securities, and third-party managers.
Matthew R
CFA®, Series 66
Overland Park, KS
Nova R Wealth, Inc.
Matthew Rodgers is a CFA® charterholder and holds a Series 66 license, with nine years of industry experience. He has worked at Nova R Wealth, Inc. since 2018 and previously spent one year at Stephens Inc. and four years at the University of Arkansas. Nova R Wealth is a registered investment adviser serving individuals, trusts, estates, and retirement plans, managing approximately $452.6 million for around 323 clients. The firm employs a primarily long-term investment approach, building diversified portfolios using mutual funds, ETFs, individual securities, and third-party managers as appropriate.
Timothy R
CFP®, Series 63
Overland Park, KS
Nova R Wealth, Inc.
Timothy Rodgers is a CFP® credentialed financial advisor with 45 years of industry experience. He has worked at Nova R Wealth, Inc. since 2014, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves as Vice Chairman and Investment Committee Board Member at Advent Hospital Shawnee Mission and holds a director position on the Advent Hospital Foundation Shawnee Mission's Investment Committee. Nova R Wealth is a registered investment adviser serving individuals, trusts, estates, and retirement plans, managing approximately $452.6 million for about 323 clients. The firm employs a long-term investment approach, utilizing diversified portfolios composed of mutual funds, ETFs, individual stocks and bonds, and selectively incorporates third-party managers for separately managed account strategies.
Claudia G
CFP®
Overland Park, KS
Nova R Wealth, Inc.
Claudia Gray is a CFP® professional with three years of industry experience, currently serving as an advisor at Nova R Wealth, Inc. She previously worked at Stepp & Rothwell, Inc. and American Direct. Nova R Wealth, Inc. is a registered investment adviser that serves individual clients, including high-net-worth individuals, trusts, estates, and retirement plans. The firm offers wealth management, discretionary investment management, and financial planning services, employing a primarily long-term investment approach with diversified portfolios that include mutual funds, ETFs, individual securities, and third-party managers.
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