Nvest Wealth Strategies, Inc.
Nvest Wealth Strategies, Inc. is an SEC-registered wealth manager in Powell, OH with $236.7M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Nvest Wealth Strategies, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 139758, SEC 801-123479, data through 2026-01-13.
- AUM (assets under management / regulatory AUM)
- $236.7M (2026-01-13)
- Firm type
- Wealth Manager
- Location
- Powell, OH
- Employees
- 4
- Clients
- 187
- CRD
- 139758
- Ownership
- HENDERLY, WILLIAM, GARY; HENDERLY, STEVEN, GREGORY; RANLY, JORDAN, ARTHUR
How much AUM does Nvest Wealth Strategies, Inc. have?
Nvest Wealth Strategies, Inc. reported $236.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-13).
Who owns Nvest Wealth Strategies, Inc.?
Disclosed owners and executives of Nvest Wealth Strategies, Inc. include HENDERLY, WILLIAM, GARY, HENDERLY, STEVEN, GREGORY, RANLY, JORDAN, ARTHUR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.