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Novadius Wealth Management

Updated today

Client assets under management

$151,395,732

Clients

261

15% high-net-worth

Advisors

6

of 6 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

44

Low

Average account size

$580,060

About

NovaDius Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations and retirement plan fiduciaries, including 401(k) and pension consulting with participant education and enrollment meetings. Services include discretionary portfolio management, goals-based forecasting, and standalone financial planning or consulting engagements.

The firm uses a global strategic asset allocation framework implemented predominantly through exchange-traded funds (ETFs), constructing model portfolios that range from conservative to aggressive and that can be customized to client objectives. NovaDius manages roughly $168.2 million in client assets, primarily on a discretionary basis, and may employ option overlay strategies, individual securities, annuities and alternative or digital-asset investments for qualifying clients.

Noteworthy distinctions include a wholly owned insurance brokerage subsidiary, ETF Store Financial Services LLC, through which insurance products are placed and for which related compensation is received and disclosed, creating potential conflicts the firm says it manages through disclosure and internal policies. The firm also produces investor-education content (podcasts such as ETF Prime and Crypto Prime), offers client and plan-participant workshops, and has a third-party content partner to handle podcast advertising to reduce direct solicitation conflicts.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

College savings (529s, UTMA, etc.) Annuities Options & derivatives strategies Private / alternative investments

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Fee options

Fixed

Flat fee option available for certain engagements at firm's discretion; fees quoted in advance and negotiable.

Percentage

$0 - $1,000,000: 1.25% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001+: 0.75% annually

Project-based

Fees for financial planning or consulting charged on a fixed or hourly basis; amounts negotiable and quoted in advance.

Main office location

Novadius Wealth Management

7300 West 110 Th Street, Suite 870

Overland Park KS 66210, United States

Number of offices

1

Most active in

California · Florida · Illinois · Indiana · Kansas · Missouri · Nebraska · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

William F

Series 66

Overland Park, KS

Novadius Wealth Management

William Fisher is a financial advisor at Novadius Wealth Management with 22 years of industry experience. He holds a Series 66 designation and has been affiliated with The ETF Store, Inc. since 2013. In addition to his advisory role, Mr. Fisher operates as an insurance producer through ETF Store Financial Services LLC. Novadius Wealth Management serves individuals, corporations, and retirement plan clients with discretionary portfolio management, financial planning, and 401(k)/pension consulting. The firm employs a global strategic asset allocation approach primarily using ETFs and manages approximately $148 million in client assets.

College savings (529s, UTMA, etc.) Annuities Options & derivatives strategies Private / alternative investments
user avatar

Elliott H

Series 65

Overland Park, KS

Novadius Wealth Management

Elliott Homan is a financial advisor with Novadius Wealth Management, holding a Series 65 credential and bringing 12 years of industry experience. He has worked at The ETF Store, Inc. since 2013 and serves concurrently in the United States Marine Corps. Outside of advising, he operates as an insurance producer through ETF Store Financial Services LLC. Novadius Wealth Management serves individuals, corporations, and retirement plan clients with discretionary portfolio management, financial planning, and 401(k)/pension consulting. The firm employs a global strategic asset allocation approach primarily using ETFs, offering both model and customized portfolios tailored to client objectives and risk tolerance.

College savings (529s, UTMA, etc.) Annuities Options & derivatives strategies Private / alternative investments
user avatar

Steven M

CFA®

Overland Park, KS

Novadius Wealth Management

Steven Murray is a CFA® charterholder with seven years of industry experience. He is currently with Novadius Wealth Management and has previously worked at The ETF Store Inc., Creative Planning Inc., and Kansas City Life Insurance. Novadius Wealth Management serves individuals, corporations, and retirement plan fiduciaries, offering discretionary portfolio management, financial planning, and 401(k)/pension consulting. The firm employs a global strategic asset allocation approach primarily using exchange-traded funds, combining quantitative and fundamental analysis to tailor portfolios to clients’ objectives and risk tolerance.

College savings (529s, UTMA, etc.) Annuities Options & derivatives strategies Private / alternative investments
user avatar

Timothy W

CFA®, Series 65

Overland Park, KS

Novadius Wealth Management

Timothy Womack is a CFA® charterholder with 17 years of industry experience, currently serving at Novadius Wealth Management. His professional background includes roles at The ETF Store, Inc., Mid-American Wealth Advisory Group, Creative Planning, and Inovest Wealth Management. Novadius Wealth Management serves individuals, corporations, and retirement plan fiduciaries with advisory services including discretionary portfolio management, financial planning, and 401(k)/pension consulting. The firm employs a global strategic asset allocation approach primarily using ETFs, combining quantitative and fundamental analysis to tailor portfolios according to clients’ objectives and risk tolerance.

College savings (529s, UTMA, etc.) Annuities Options & derivatives strategies Private / alternative investments
user avatar

Jason L

Series 63, Series 66

Overland Park, KS

Novadius Wealth Management

Jason Lank is a financial advisor with Novadius Wealth Management in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with The ETF Store, Inc. since 2013 and also operates as an insurance producer through ETF Store Financial Services LLC. Novadius Wealth Management serves individuals, corporations, and retirement plan fiduciaries, offering discretionary portfolio management, financial planning, and 401(k)/pension consulting. The firm uses a global strategic asset allocation approach primarily with ETFs and manages approximately $148 million in client assets.

College savings (529s, UTMA, etc.) Annuities Options & derivatives strategies Private / alternative investments
user avatar

Nathan G

Series 65

Overland Park, KS

Novadius Wealth Management

Nathan Geraci is a financial advisor with Novadius Wealth Management in Overland Park, KS, holding a Series 65 designation and 17 years of industry experience. He has been with The ETF Store since 2008 and is involved in several related business activities, including serving as president of The ETF Institute Inc., a professional ETF education and certification website, and owning OTR Media LLC, a media company producing podcasts, blogs, and videos. Novadius Wealth Management serves individuals, corporations, and retirement plan fiduciaries, offering discretionary portfolio management, financial planning, and 401(k)/pension consulting. The firm applies a global strategic asset allocation approach primarily using ETFs and combines quantitative and fundamental analysis to tailor portfolios to clients’ objectives and risk profiles.

College savings (529s, UTMA, etc.) Annuities Options & derivatives strategies Private / alternative investments
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