Overview
Assets Under Management: $202 million
Headquarters: POWELL, OH
High-Net-Worth Clients: 44
Average Client Assets: $3 million
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