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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-26-2008
- Office Locations
- 1
Office Locations
About Novadius Wealth Management
NovaDius Wealth Management is an independent Overland Park, KS advisory firm (formerly The ETF Store) providing fee-based investment management and personalized retirement, wealth-building, and legacy-focused planning. The team emphasizes transparent AUM-based fees, fiduciary guidance, and open-architecture portfolios—often ETF-based and tailored to each client’s goals—without product sales quotas or cross-sell pressure.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Conor Randal Kelly
Financial Advisor, General Partner
- CRD
- #4664922
- Ownership
- 5% but less than 10%
NATHAN GERACI
Chief Compliance Officer, President
- CRD
- #5606495
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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WILLIAM FREDERICK FISHER III
Senior Investment Advisor
- CRD
- #4595556
ELLIOTT DUGAN HOMAN
Investment Advisor
- CRD
- #6188628
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,594,309 | $242,940 |
| Non-Discretionary | $16,562,046 | $1,380,171 |
| Total | $168,156,355 | $264,397 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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