9990 College Blvd.
Overland Park, Kansas 66210
Tel: (913) 225-9201
NOVA R WEALTH, INC, formally registered with the SEC as NOVA R WEALTH, INC. The firm was established in 01/02/2014. They have over 1 offices throughout the country.
NOVA R WEALTH, INC. is a Overland Park, Kansas based Financial Planning firm with nearly $391,894,247 assets under management, offering retirement planning & investment advisory services to 882 clients. The firm is staffed with 7 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 169574 |
| SEC# | 801-78933 |
| Assets Managed by Firm | $391,894,247 |
| No. of Clients | 882 |
| No. of Advisors | 7 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 882 | $391,894,247 |
| Individuals (other than high net worth individuals) | 233 | $79,611,010 |
| High net worth individuals | 90 | $289,466,891 |
| Corporations or other businesses | Fewer than 5 clients | $22,816,346 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $107,102,338,153 | 57121 | 550 | |
| $81,106,925,484 | 132567 | 1498 | |
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $22,544,205,893 | 149 | 56 |
| $15,083,813,669 | 14421 | 68 | |
| $7,212,926,049 | 5032 | 40 |
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