Overview
Assets Under Management: $136 million
Headquarters: WEST CHESTER TOWNSHIP, OH
High-Net-Worth Clients: 76
Average Client Assets: $1.1 million
Frequently Asked Questions
VANWEELDEN WEALTH MANAGEMENT, 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 #290308), VANWEELDEN WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
VANWEELDEN WEALTH MANAGEMENT, LLC is headquartered in WEST CHESTER TOWNSHIP, OH.
VANWEELDEN WEALTH MANAGEMENT, LLC serves 76 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, VANWEELDEN WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
VANWEELDEN WEALTH MANAGEMENT, LLC manages $136 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, VANWEELDEN WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.22%
Average Client Assets: $1.1 million
Total Client Accounts: 581
Discretionary Accounts: 581
Regulatory Filings
CRD Number: 290308
Filing ID: 2075646
Last Filing Date: 2026-03-18 07:24:25