$452.6M Total AUM
$446.6M Disc. AUM
-- 3Y CAGR
8 Employees
328 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Eagle unison
- Established Date
- 01-02-2014
- Office Locations
- 1
Office Locations
9990 College Blvd. Overland Park KS
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.
Team overview
41 AVG AGE
$113.1M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
9.5 yrs AVG TENURE
8 Employees
4 Advisory Reps
4 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Ridge signal Delta legacy Quantum vital
Client Personas
Oak vector Timber focus
Custodian
Momentum pioneer Radial Atlas radial Summit signal Glacier Beacon focus
Investment Themes
Optima Legacy
Investment Vehicles
Momentum matrix
Platform
Catalyst ember
Services
Glacier Alpha Eagle delta Frontier momentum Pathway Oak quantum Wave oak Foundation Unison unison Glacier
Technology
Beacon
Owner & Executives
TIMOTHY RAY RODGERS
Managing Member, Principal
- CRD
- #735129
- Ownership
- 75% or more
(908) 590-5072
optima.oak@ridgecapital.com
in linkedin.com/in/focus-foundation
ERIC TIMOTHY RODGERS
Chief Compliance Officer, Vice President
- CRD
- #6769932
- Ownership
- Less than 5%
(731) 854-6616
zenith.optima@signalcapital.com
in linkedin.com/in/alpha-zenith
Showing 2 of 2 owners & executives
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BRENDA FORD RICHMAN
Financial Planner
- CRD
- #5419019
(907) 956-3063
optima.delta@timbercapital.com
in linkedin.com/in/ridge-bridge
MATTHEW DAVID RODGERS
Research Analyst
- CRD
- #6653883
(649) 884-6937
north.delta@oakcapital.com
in linkedin.com/in/fusion-pioneer
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $452,563,519
Public Funds:
20.3% Equity - Exchange:
9.7% Cash:
19.4% U.S. Government/Agency:
24.4% Municipal Bonds:
26.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,155,750,625 | 20.3% |
| Equity - Exchange | $552,255,225 | 9.7% |
| Cash | $1,104,510,449 | 19.4% |
| U.S. Government/Agency | $1,389,178,091 | 24.4% |
| Municipal Bonds | $1,491,658,442 | 26.2% |
| Total | $5,693,352,832 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA WAVE | PIONEER LEGACY | TSGB4NVC4 | SUXER | 2.49% | $59,163,560 |
| NORTH HORIZON CATALYST | PRIME CATALYST | CU90GOP66 | EDD | 9.75% | $26,044,614 |
| VECTOR VITAL | RADIAL VITAL | J1MGTGJS1 | QXNLS | 1.89% | $67,302,170 |
| PIONEER MOMENTUM | ELEMENT VITAL | 8Q643ZG0H | PNVE | 10.83% | $3,867,390 |
| UNISON EMBER EAGLE | RIDGE OPTIMA | LL6JRZ8SV | HMXRV | 1.32% | $36,534,757 |
| VALUE ATLAS OPTIMA | ZENITH ZENITH | 0U829O0UZ | KTXP | 7.89% | $11,153,097 |
| CATALYST QUANTUM VECTOR | EAGLE VITAL | RARP7ZXTM | BYFKO | 5.07% | $91,874,983 |
| INSIGHT INSIGHT | LEGACY HORIZON | 2XAMOMJSF | KHWSC | 6.63% | $16,584,201 |