Overview
Assets Under Management: $600 million
Headquarters: YARDLEY, PA
High-Net-Worth Clients: 145
Average Client Assets: $3 million
Frequently Asked Questions
NVWM LLC 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 #152301), NVWM LLC is subject to fiduciary duty under federal law.
NVWM LLC is headquartered in YARDLEY, PA.
NVWM LLC serves 145 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, NVWM LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
NVWM LLC manages $600 million in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, NVWM LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 145
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.53
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,512
Discretionary Accounts: 1,510
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 152301
Filing ID: 1957289
Last Filing Date: 2025-03-26 16:47:00
Website: https://venturawealth.com