# Nova R Wealth

Nova R Wealth is a Bank / Wealth / Trust based in Overland Park, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Overland Park, United States
- **Region:** North America
- **Address:** Overland Park, KS, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** novarwealth.com
- **LinkedIn:** https://www.linkedin.com/company/nova-r-wealth

## Regulatory record

- **CRD number:** 169574
- **SEC file number:** 801-78933
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169574

## About

Nova R Wealth opened in 2014 in Overland Park, Kansas, where it operates as a registered investment advisor and wealth manager. The firm is led by Principal Timothy Rodgers, a CFP® professional. Its stated services span investment advisory, financial planning, retirement strategy, estate management, and insurance, directing its data-driven investment approach toward individuals, high-net-worth families, trusts, and business entities. The firm’s investment posture is that of a classical Multifamily / Private Wealth advisory, constructing portfolios from liquid securities rather than running commingled funds or direct private-market vehicles. Its core service lines cover retirement income modeling, estate transfer strategies, and insurance planning. Nova R Wealth does not publicly disclose specific asset-class allocations, named portfolio holdings, or co-investment partners. Geographic concentration is local: the single Overland Park office on College Boulevard serves the Kansas City metro on both sides of the state line between Kansas and Missouri. Nova R Wealth fields a six-person team, notable for its family-heavy senior bench — Timothy Rodgers (Principal), Eric Rodgers (VP, Operations), and Matt Rodgers (Research Analyst) form a multi-generational leadership group, supplemented by veteran CFP® Brenda Richman and Director of Client Service Michael Bunn. The firm points to over a century of combined professional experience across the team. No adjacent philanthropic vehicles, real-asset arms, or club memberships are disclosed. No operational event from the last 24 months is publicly verifiable beyond standard business continuity from the Overland Park address. As a fully disclosed RIA, Nova R Wealth’s structural distinction is its embedded family succession model. With three Rodgers family members in key investment, operations, and research roles, the firm is designed to perpetuate advice continuity across generations of both its own leadership and its client families. This architecture makes it a local intergenerational planning shop rather than a product-distribution outlet or a national aggregator.

## People

- Timothy Rodgers — Principal
- Brenda Richman — Financial Planner
- Eric Rodgers — VP, Operations
- Matt Rodgers — Research Analyst
- Michael Bunn — Director of Client Service

## Questions

### Who runs investment decisions at Nova R Wealth?

Principal Timothy Rodgers, a CFP® professional, leads the firm. He is supported by Research Analyst Matt Rodgers, CFA, and Financial Planner Brenda Richman, CFP®. Day-to-day client service is managed by Director of Client Service Michael Bunn and VP of Operations Eric Rodgers, giving the firm a tight, family-heavy decision-making core.

### What investment stages or asset classes does Nova R Wealth typically target?

Nova R Wealth does not publish a specific asset-class taxonomy or stage mandate. Its service descriptions — investments, retirement, estate, and insurance — align with a goals-based wealth management framework rather than a discrete allocation to venture capital, private equity, or real assets.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/nova-r-wealth

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