Vanweelden Wealth Management, LLC
Vanweelden Wealth Management, LLC is an SEC-registered mass-market adviser in West Chester Township, OH with $136.5M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Vanweelden Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 290308, SEC 801-131024, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $136.5M (2026-03-18)
- Firm type
- Mass-Market Adviser
- Location
- West Chester Township, OH
- Employees
- 6
- Clients
- 203
- CRD
- 290308
- Ownership
- VANWEELDEN, JOHN, DOUGLAS
How much AUM does Vanweelden Wealth Management, LLC have?
Vanweelden Wealth Management, LLC reported $136.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Vanweelden Wealth Management, LLC?
Disclosed owners and executives of Vanweelden Wealth Management, LLC include VANWEELDEN, JOHN, DOUGLAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.