Overview
Assets Under Management: $202 million
Headquarters: POWELL, OH
High-Net-Worth Clients: 44
Average Client Assets: $3 million
Frequently Asked Questions
NVEST WEALTH STRATEGIES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #139758), NVEST WEALTH STRATEGIES, INC. is subject to fiduciary duty under federal law.
NVEST WEALTH STRATEGIES, INC. is headquartered in POWELL, OH.
NVEST WEALTH STRATEGIES, INC. serves 44 high-net-worth clients according to their SEC filing dated January 21, 2025. View client details ↓
According to their SEC Form ADV, NVEST WEALTH STRATEGIES, INC. offers financial planning and portfolio management for individuals. View all service details ↓
NVEST WEALTH STRATEGIES, INC. manages $202 million in client assets according to their SEC filing dated January 21, 2025.
According to their SEC Form ADV, NVEST WEALTH STRATEGIES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.74
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 597
Discretionary Accounts: 528
Non-Discretionary Accounts: 69
Regulatory Filings
CRD Number: 139758
Last Filing Date: 2025-01-21 00:00:00
Website: https://www.nvestwealth.com