THE ETF STORE, INC.
DBA: NOVADIUS WEALTH MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $168.2M |
| Discretionary | $151.6M90% of AUM |
| Non-Discretionary | $16.6M |
| Client Accounts | 636 |
| Avg Account Size | $264K |
| Employees | 6 |
| Peak AUM | $259.6MMar 2024 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $168M | +29.1% | 6.4% | +0.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $168.2M |
| Discretionary | $151.6M |
| Employees | 6 |
| Client Accounts | 636 |
| Client Range | 0 |
Contact & Location
Address
7300 WEST 110TH STREET
OVERLAND PARK KS 66210
Phone
877-365-3837
Filing History
24 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$152M
90.2% of AUM
Non-Discretionary
$17M
9.8% of AUM
Disc. mix ▼ 1.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Banking Institution