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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

NOVADIUS WEALTH MANAGEMENT

THE ETF STORE, INC., CRD 148229

OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0be4b6ea-33a4-bae7-bbca-cea7a5103384

Data as of Aug 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 7
On other graphs: 0
Observed: Feb 16, 2018 to Aug 4, 2026
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.9 fund_share=0.0 institutional_share=0.1 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $168MItem 5.F on the latest filing (2026-08-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $152M
Private client RAUM: $151MderivedItem 5.D individuals plus high net worth individuals
Private client share: 90%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $28.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 636
Individual clients: 222
High net worth clients: 39
SEC number: 801-112654
CRD: 148229
Filings on the tape: 24
First filed: Feb 16, 2018
Latest filed: Aug 4, 2026
Organised: Corporation, KS

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
NATHAN GERACI	n/a	OVERLAND PARK, KS	17	17	n/a	no
JASON MATTHEW LANK	n/a	OVERLAND PARK, KS	13	26	2	no
ELLIOTT DUGAN HOMAN	n/a	OVERLAND PARK, KS	13	17	n/a	no
WILLIAM FREDERICK FISHER	n/a	OVERLAND PARK, KS	13	23	2	no
STEVEN BRIAN MURRAY	Chartered Financial Analyst	OVERLAND PARK, KS	6	29	1	no
TIMOTHY COLEMAN WOMACK	Chartered Financial Analyst	OVERLAND PARK, KS	5	18	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GERACI, NATHAN	DIRECT OWNER	E	yes	05/2024	Feb 16, 2018	Sep 5, 2024
GERACI, NATHAN	PRESIDENT, CCO	A	yes	11/2008	Feb 16, 2018	Sep 5, 2024
NOVADIUS HOLDINGS LLC	DIRECT OWNER	E	yes	08/2024	Sep 5, 2024	Sep 5, 2024
Kelly, Conor, Randal	DIRECT OWNER	A	no	01/2022	Mar 30, 2022	Sep 5, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 26, 2026	$168M	$152M	6	6	n/a	n/a
2024	Mar 11, 2025	$130M	$119M	8	7	n/a	n/a
2023	Mar 27, 2024	$260M	$230M	9	9	n/a	n/a
2022	Mar 29, 2023	$205M	$173M	9	8	n/a	n/a
2021	Mar 30, 2022	$202M	$168M	9	9	n/a	n/a
2020	Mar 25, 2021	$162M	$136M	7	7	n/a	n/a
2019	Mar 28, 2020	$109M	$95.9M	7	7	n/a	n/a
2018	Mar 20, 2019	$116M	$103M	6	6	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$168M	$130M	29.1%	$205M	-6.4%	6	8	0	0

Relationships

Registered with (14)

← TIMOTHY COLEMAN WOMACKAdvisorregistration: current employment
Apr 6, 2021 to presentfactForm ADV
← STEVEN BRIAN MURRAYAdvisorregistration: current employment
Sep 15, 2020 to presentfactForm ADV
← WILLIAM FREDERICK FISHERAdvisorregistration: current employment
Aug 22, 2013 to presentfactForm ADV
← ELLIOTT DUGAN HOMANAdvisorregistration: current employment
Apr 24, 2013 to presentfactForm ADV
← JASON MATTHEW LANKAdvisorregistration: current employment
Jan 14, 2013 to presentfactForm ADV
← NATHAN GERACIAdvisorregistration: current employment
Jan 6, 2009 to presentfactForm ADV
← Matthew DicksonAdvisorregistration: previous registration
Apr 1, 2024 to May 13, 2025factForm ADV
← Benjamin Jack SightAdvisorregistration: previous registration
Sep 7, 2021 to Sep 27, 2024factForm ADV
← Conor Randal KellyAdvisorregistration: previous registration
Sep 17, 2010 to Apr 1, 2024factForm ADV
← Devin BosAdvisorregistration: previous registration
Dec 5, 2019 to May 12, 2022factForm ADV
← AARON JOSEPH PICKERTAdvisorregistration: previous registration
Nov 15, 2013 to Apr 14, 2015factForm ADV
← BRIAN C LAMONEAdvisorregistration: previous registration
Dec 7, 2011 to Oct 14, 2013factForm ADV
← KEVIN LEO KELEHERAdvisorregistration: previous registration
Feb 27, 2012 to Aug 28, 2012factForm ADV
← JAMES DAVID FAIRAdvisorregistration: previous registration
Jan 13, 2011 to Nov 14, 2011factForm ADV

Owns (1)

← Kelly, Conor, RandalOwnerDIRECT OWNER, ownership code A, individual
Mar 30, 2022 to Sep 5, 2024factForm ADV

Controls (2)

← GERACI, NATHANOwnerDIRECT OWNER, ownership code E, individual
Feb 16, 2018 to Sep 5, 2024factForm ADV
← NOVADIUS HOLDINGS LLCOwnerDIRECT OWNER, ownership code E, domestic entity
Sep 5, 2024 to Sep 5, 2024factForm ADV

Dated events

Occurred
May 13, 2025
Advisor changed firm
Matthew Dickson left Novadius Wealth Management for Savant Wealth Management (registered 2025-06-23)
Form ADVobserved 4 days ago
Occurred
Sep 27, 2024
Advisor changed firm
Benjamin Jack Sight left Novadius Wealth Management for Prime Capital Financial (registered 2024-09-27)
Form ADVobserved 4 days ago
Occurred
Sep 5, 2024
Control person left
Michael Joseph Massman (Direct Owner) no longer on Schedule A of Novadius Wealth Management (listed 2024-04-29, absent 2024-09-05)
Form ADVobserved 4 days ago
Occurred
Apr 29, 2024
Regulatory AUM changed
Novadius Wealth Management reported RAUM $147.8M, down 43% from $259.6M (2024-03-27 to 2024-04-29)
Form ADVobserved 4 days ago
$-112M
Occurred
Apr 1, 2024
Advisor changed firm
Conor Randal Kelly left Novadius Wealth Management for Prime Capital Financial (registered 2024-03-28)
Form ADVobserved 4 days ago
Occurred
May 12, 2022
Advisor changed firm
Devin Bos left Novadius Wealth Management for Northwestern Mutual Investment Services,Llc (registered 2023-08-23)
Form ADVobserved 4 days ago
Occurred
Feb 16, 2018
First Form ADV filing
The Etf Store, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0be4b6ea-33a4-bae7-bbca-cea7a5103384
First observed: Feb 16, 2018
Last observed: Aug 4, 2026 46 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NOVADIUS WEALTH MANAGEMENT

THE ETF STORE, INC., CRD 148229

OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0be4b6ea-33a4-bae7-bbca-cea7a5103384

Data as of Aug 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:29 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

NATHAN GERACI

n/a

OVERLAND PARK, KS

n/a

JASON MATTHEW LANK

n/a

OVERLAND PARK, KS

ELLIOTT DUGAN HOMAN

n/a

OVERLAND PARK, KS

n/a

WILLIAM FREDERICK FISHER

n/a

OVERLAND PARK, KS

STEVEN BRIAN MURRAY

Chartered Financial Analyst

OVERLAND PARK, KS

TIMOTHY COLEMAN WOMACK

Chartered Financial Analyst

OVERLAND PARK, KS

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GERACI, NATHAN

DIRECT OWNER

yes

05/2024

Feb 16, 2018

Sep 5, 2024

GERACI, NATHAN

PRESIDENT, CCO

yes

11/2008

Feb 16, 2018

Sep 5, 2024

NOVADIUS HOLDINGS LLC

DIRECT OWNER

yes

08/2024

Sep 5, 2024

Kelly, Conor, Randal

DIRECT OWNER

01/2022

Mar 30, 2022

Sep 5, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$168M

$152M

n/a

2024

Mar 11, 2025

$130M

$119M

n/a

2023

Mar 27, 2024

$260M

$230M

n/a

2022

Mar 29, 2023

$205M

$173M

n/a

2021

Mar 30, 2022

$202M

$168M

n/a

2020

Mar 25, 2021

$162M

$136M

n/a

2019

Mar 28, 2020

$109M

$95.9M

n/a

2018

Mar 20, 2019

$116M

$103M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$168M

$130M

29.1%

$205M

-6.4%