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| Nova R Wealth Inc
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| CRD # | 169574 |
| SEC # | 801-78933 |
| CIK # | 0001729457 |
| AUM | 452.6 M (2026-03-17) |
| Employees | 8 (50% 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 | 8.0 | |
| Apple Inc | 7.2 | |
| BlackRock Health Sciences Trust | 6.1 | |
| Amazon Com Inc | 3.6 | |
| Amphenol Corp /DE/ | 3.2 | |
| STMicroelectronics NV | 2.9 | |
| Garmin Ltd | 2.8 | |
| NXP Semiconductors NV | 2.7 | |
| Nvidia Corp | 2.6 | |
| Amgen Inc | 2.5 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 210 | 71.1 |
| (b) Individuals (high net worth individuals) | 113 | 352.1 |
| (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 | 1 | 5.1 |
| (h) Charitable organizations | 1 | 0.1 |
| (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 | 3 | 24.2 |
| (n) Other | 0 | 0.0 |
| Total | 962 | 452.6 |
| By Discretionary | ||
| Discretionary | 960 | 446.6 |
| Non-Discretionary | 2 | 6.0 |
| Total | 962 | 452.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 452.6 | |
| Total | 962 | 452.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Silver Grove Financial Group Inc
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|
NY | 453.6 M |
|
Richmond Investment Services LLC
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IMZ Advisory Inc
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|
Old North State Wealth Management LLC
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|
Certior Financial Group LLC
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PA | 452.3 M |
|
Pointe Capital Management LLC
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MI | 452.3 M |
|
Sarver Vrooman Wealth Advisors LLC
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|
MO | 452.2 M |
|
RBA Wealth Management LLC
✚
|
CA | 452.1 M |
|
Blackhawk Capital Partners LLC
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|
WI | 452.0 M |
|
Virtera Partners LLC
✚
|
OH | 451.8 M |