NOVA R WEALTH, INC.
B51
CRD 169574·SEC 801-78933·OVERLAND PARK, KS
AUM
$452.6M
$100M-$500M
Est. Revenue
$4.5M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$10.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $281.8M
'21 · $331.2M
'22 · $347.3M
'23 · $420.2M
'25 · $412.0M
'26 · $452.6M
'20'26
$281.8M → $452.6M▲ +61%
Client mix
| Individuals Other | 210 |
| Individuals High Net Worth | 113 |
| Corporations | 3 |
| Pension Profit Sharing Plans | 1 |
| Charitable Organizations | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 6 advisors
'22 · 5 advisors
'23 · 5 advisors
'25 · 5 advisors
'26 · 4 advisors
'20'26
6 advisors → 4 advisors▼ -33%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
9990 COLLEGE BLVD.OVERLAND PARK, KS 66210
Business
9990 COLLEGE BLVD.OVERLAND PARK, KS 66210
Edgar Recent Filings
13F-HR2026-04-17 · 0001729457-26-000002
13F-HR2026-01-14 · 0001729457-26-000001