Nova R Wealth Inc

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Assets, Funds, Holdings

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Nova R Wealth Inc
CRD #169574
SEC #801-78933
CIK #0001729457
AUM $391.9 MM (2024-08-07)
Employees 7 (71% Investors, 0% Brokers)
Phone913-225-9201
Address9990 College Blvd
Overland Park, KS 66210
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
4503602701809002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
BME 560.1 13.9
ISRG 72,505.6 10.2
AAPL 2,382,844.0 7.1
AMGN 130,083.0 3.8
AMZN 1,092,997.8 3.6
NXPI 40,492.7 2.7
MSFT 1,918,222.4 2.5
GRMN 18,961.0 2.0
STM 29,445.4 1.6
NVDA 399,550.0 1.5
Holdings by Sector ($MM)
200160120804002022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 233 79.6
(b) Individuals (high net worth individuals) 90 289.5
(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 22.8
(n) Other 0 0.0
Total 882 391.9
By Discretionary
Discretionary 879 382.8
Non-Discretionary 3 9.1
Total 882 391.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 391.9
Total 882 391.9
EDGAR Form CIK 2011 - 2024
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]
Comparable Firms State AUM ($BB)
ETFidea LLC
NY 0.4
Sutton Wealth Advisors Inc
FL 0.4
Azimut Genesis Advisors LLC
FL 0.4
MAIA Wealth LLC
CO 0.4
Ceeto Capital Group LLC
FL 0.4
DDFG Inc
CA 0.4
Arkfeld Wealth Strategies LLC
NE 0.4
Prosperitas Financial LLC
CA 0.4
Ascent Capital Management LLC
OR 0.4
COWA LLC
OK 0.4
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