Data / Investment advisers / Kansas / Novadius Wealth Management
Novadius Wealth Management, Overland Park, KS: $168 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Novadius Wealth Management is an SEC registered investment adviser with its main office in Overland Park, Kansas and reports $168 million in regulatory assets under management in its Form ADV filed August 4, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 148229
- SEC file number
- 801-112654
- SEC status
- Approved, effective March 16, 2018
- Legal name
- The ETF Store, Inc.
- Main office
- 7300 West 110th Street Suite 870, Overland Park, KS 66210
- Phone
- (877) 365-3837
- Regulatory AUM
- $168,156,355 in the Form ADV filed August 4, 2026
- Discretionary AUM
- $151,594,309
- Non discretionary AUM
- $16,562,046
- Accounts
- 636
- Employees
- 6, of which 6 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 4, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 39 | $94.2 million |
| Individuals (other than high net worth individuals) | 222 | $57.2 million |
| Pension and profit sharing plans | 6 | $16.4 million |
| Corporations or other businesses | 3 | $405,993 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $168.2 million | March 26, 2026 |
| December 1, 2025 | $148.2 million | October 30, 2025 |
Other advisers in Overland Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cornerstone Securities LLC | Overland Park | $210 million | Not listed | adviserinfo.sec.gov |
| Freestate Advisors LLC | Overland Park | $181.8 million | Not listed | adviserinfo.sec.gov |
| Balanced Financial Planning, Inc. | Overland Park | $181.3 million | Not listed | adviserinfo.sec.gov |
| Collaborative Portfolio Management | Overland Park | $178.7 million | Not listed | adviserinfo.sec.gov |
| Glass Lakes Capital Management LLC | Overland Park | $178.3 million | Not listed | adviserinfo.sec.gov |
| Curtis Capital Advisors | Overland Park | $165.5 million | Not listed | adviserinfo.sec.gov |
| RPR Financial | Overland Park | $162.1 million | Not listed | adviserinfo.sec.gov |
| Quantum Financial Partners LLC | Overland Park | $148.6 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Overland Park, KS
- Investment advisers in Kansas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Novadius Wealth Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.