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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-02-2014
- Office Locations
- 1
Office Locations
About Nova R Wealth, Inc.
NOVA R WEALTH is an Overland Park, KS wealth management firm providing personalized investment management and financial planning across retirement, estate strategy, and insurance. The team emphasizes tailored, data-driven portfolio construction with a focus on asset allocation and risk management, supported by in-house research (CFA/CFP staff). Custody is through Fidelity/NFS.
Reported data analysis
What the numbers show
Between September 5, 2025 and August 4, 2026, reported AUM increased 9.9%, from $412.0M to $452.6M.
Across 5 reported observations, AUM increased 7.7% between May 17, 2022 and August 4, 2026, from $420.2M to $452.6M.
Of the latest reported AUM, 98.7% is discretionary and 1.3% is non-discretionary.
The firm reports 4 advisory representatives and 323 clients, or 80.8 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on August 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Nova R Wealth, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TIMOTHY RAY RODGERS
Managing Member, Principal
- CRD
- #735129
- Ownership
- 75% or more
ERIC TIMOTHY RODGERS
Chief Compliance Officer, Vice President
- CRD
- #6769932
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Claudia Leeanne Gray
--
- CRD
- #7667589
BRENDA FORD RICHMAN
Financial Planner
- CRD
- #5419019
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $446,558,821 | $465,165 |
| Non-Discretionary | $6,004,698 | $3,002,349 |
| Total | $452,563,519 | $470,440 |
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Separately Managed Accounts
SMA allocation detail is available
Nova R Wealth, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Nova R Wealth, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.