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| Happy Holidays!! thanks for using AUM13F!! |
| Nova R Wealth Inc
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| CRD # | 169574 |
| SEC # | 801-78933 |
| CIK # | 0001729457 |
| AUM | $412.0 M (2025-07-11) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 913-225-9201 |
| Address | 9990 College Blvd Overland Park, KS 66210 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Intuitive Surgical Inc | 11.6 | ||
| BlackRock Health Sciences Trust | 10.3 | ||
| Apple Inc | 6.8 | ||
| Amazon Com Inc | 4.0 | ||
| Garmin Ltd | 2.4 | ||
| NXP Semiconductors NV | 2.2 | ||
| Wal Mart Stores Inc | 2.1 | ||
| Amgen Inc | 2.0 | ||
| Amphenol Corp /DE/ | 1.9 | ||
| Nvidia Corp | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 223 | 77.9 |
| (b) Individuals (high net worth individuals) | 98 | 310.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 23.4 |
| (n) Other | 0 | 0.0 |
| Total | 888 | 412.0 |
| By Discretionary | ||
| Discretionary | 885 | 401.8 |
| Non-Discretionary | 3 | 10.2 |
| Total | 888 | 412.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 412.0 | |
| Total | 888 | 412.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001729457] | |
| SC 13G | [0001729457] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Nova R Wealth Inc | BlackRock Health Sciences Trust | [2020-02-05] |
| Nova R Wealth Inc | First Trust Specialty Finance & Financial Opportunities Fund | [2018-02-06] |
| Nova R Wealth Inc | BlackRock Health Sciences Trust | [2018-02-06] |
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