{
  "crd_number": 148229,
  "slug": "novadius-wealth-management-overland-park-ks-148229",
  "primary_business_name": "NOVADIUS WEALTH MANAGEMENT",
  "legal_name": "THE ETF STORE, INC.",
  "dbas": [],
  "city": "Overland Park",
  "state": "KS",
  "country": "United States",
  "cbsa_code": "28140",
  "metro": {
    "cbsa_code": "28140",
    "common_name": "Kansas City",
    "msa_name": "Kansas City, MO-KS",
    "path": "/advisors/mo/kansas-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-03-16",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-08-04",
  "carried_forward": false,
  "raum_total": 168156355.0,
  "raum_discretionary": 151594309.0,
  "raum_non_discretionary": 16562046.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 57200116.0,
      "count": 222
    },
    "pension_profit_sharing": {
      "raum": 16354630.0,
      "count": 6
    },
    "high_net_worth_individuals": {
      "raum": 94195616.0,
      "count": 39
    },
    "corporations_other_businesses": {
      "raum": 405993.0,
      "count": 3
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "IL",
    "IN",
    "KS",
    "MO",
    "NE",
    "TX"
  ],
  "websites": [
    "https://facebook.com/NovadiusWealth",
    "https://linkedin.com/company/novadius-wealth-management",
    "https://novadius.com",
    "https://twitter.com/NovaDiusWealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/148229",
  "city_as_filed": "OVERLAND PARK",
  "url": "https://advisorcensus.com/firm/novadius-wealth-management-overland-park-ks-148229",
  "display_name": "Novadius Wealth Management",
  "summary": "Novadius Wealth Management is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 4, 2026.",
  "citation": "AdvisorCensus. Novadius Wealth Management (CRD 148229): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Novadius Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Novadius Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Novadius Wealth Management located?",
      "a": "Novadius Wealth Management's principal office is in Overland Park, KS, according to its Form ADV."
    },
    {
      "q": "Is Novadius Wealth Management registered with the SEC or a state?",
      "a": "Novadius Wealth Management is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 148229."
    },
    {
      "q": "How much does Novadius Wealth Management manage?",
      "a": "Novadius Wealth Management reports $168,156,355 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (90% discretionary)."
    },
    {
      "q": "How have Novadius Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Novadius Wealth Management: Regulatory assets under management: $161,988,019 in the October 2021 data and $168,156,355 in the October 2026 data, up 4%. Total employees: 7 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Novadius Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (222); high net worth individuals (39); pension and profit sharing plans (but not the plan participants or government pension plans) (6)."
    },
    {
      "q": "Which custodians does Novadius Wealth Management use?",
      "a": "Novadius Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Novadius Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/148229"
    },
    {
      "q": "Does Novadius Wealth Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 26, 2026 says: \"Regardless of fee structure, there is no minimum account balance or minimum annual fee.\" \"There is no minimum account balance or minimum fee for our services.\""
    },
    {
      "q": "What changed in Novadius Wealth Management's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 161988019.0,
      "total_employees": 7,
      "filing_date": "2021-03-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 201954721.0,
      "total_employees": 9,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 205050151.0,
      "total_employees": 9,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 159405069.0,
      "total_employees": 8,
      "filing_date": "2024-09-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 148165700.0,
      "total_employees": 6,
      "filing_date": "2025-07-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 168156355.0,
      "total_employees": 6,
      "filing_date": "2026-08-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $148,165,700 to $168,156,355 (+13%).",
        "Registered or notice-filed in FL, IL."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in AZ, CO."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in NE, TX."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "None",
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Regardless of fee structure, there is no minimum account balance or minimum annual fee.",
          "There is no minimum account balance or minimum fee for our services."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: None"
        ],
        "quotes": [
          "Regardless of fee structure, there is no minimum account balance or minimum annual fee.",
          "There is no minimum account balance or minimum fee for our services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": 0.0,
      "planning": []
    },
    "quotes": [
      "Regardless of fee structure, there is no minimum account balance or minimum annual fee.",
      "There is no minimum account balance or minimum fee for our services.",
      "Regardless of fee structure, there is no minimum account balance or minimum annual fee.",
      "There is no minimum account balance or minimum fee for our services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/novadius-wealth-management-overland-park-ks-148229.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 222,
      "fewer_than_5": false,
      "raum": 57200116.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 39,
      "fewer_than_5": false,
      "raum": 94195616.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 16354630.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": false,
      "raum": 405993.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/148229",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}