# Novadius Wealth Management

> 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.

- CRD: 148229
- Filed as: NOVADIUS WEALTH MANAGEMENT
- Legal name: The ETF Store, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: August 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/148229
- AdvisorCensus page: https://advisorcensus.com/firm/novadius-wealth-management-overland-park-ks-148229

## Quick answers

**How is Novadius Wealth Management compensated?**
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).

**Where is Novadius Wealth Management located?**
Novadius Wealth Management's principal office is in Overland Park, KS, according to its Form ADV.

**Is Novadius Wealth Management registered with the SEC or a state?**
Novadius Wealth Management is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 148229.

**How much does Novadius Wealth Management manage?**
Novadius Wealth Management reports $168,156,355 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (90% discretionary).

**How have Novadius Wealth Management's assets and staff changed since 2021?**
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.

**What types of clients does Novadius Wealth Management serve?**
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).

**Which custodians does Novadius Wealth Management use?**
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.

**Does Novadius Wealth Management report any disciplinary disclosures?**
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

**Does Novadius Wealth Management state an account minimum?**
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."

**What changed in Novadius Wealth Management's recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: None

> 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.

- Minimum annual fee: None

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $168,156,355
- Discretionary: $151,594,309
- Non-discretionary: $16,562,046

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 222 | $57,200,116 |
| High net worth individuals | 39 | $94,195,616 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $16,354,630 |
| Corporations or other businesses not listed above | 3 | $405,993 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IL, IN, KS, MO, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- novadius.com
- Facebook @NovadiusWealth
- LinkedIn @novadius-wealth-management
- X @NovaDiusWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $161,988,019 | 7 | March 25, 2021 |
| October 2022 | $201,954,721 | 9 | March 30, 2022 |
| October 2023 | $205,050,151 | 9 | March 29, 2023 |
| October 2024 | $159,405,069 | 8 | September 5, 2024 |
| October 2025 | $148,165,700 | 6 | July 30, 2025 |
| October 2026 | $168,156,355 | 6 | August 4, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $148,165,700 to $168,156,355 (+13%).
- Registered or notice-filed in FL, IL.

### January 2026
- No longer registered or notice-filed in AZ, CO.

### December 2025
- Registered or notice-filed in NE, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Novadius Wealth Management (CRD 148229): Form ADV filing data as of October 2026.