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Nvest Wealth Strategies, Inc.

● SEC registered since 2022CRD 139758SEC# 801-123479Powell, OH
Export (members)
Reg. AUM
$201.5M
Employees
3
Accounts
597
Location
Powell, OH

Nvest Wealth Strategies, Inc. assets under management

Nvest Wealth Strategies, Inc. operates as an SEC-registered investment adviser based in Powell, OH. The firm has been registered since 2022. It reports $201.5 million in regulatory assets under management and employs 3 people.
www.nvestwealth.comView on SEC.gov ↗

Nvest Wealth Strategies, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Jordan Arthur RanlyPartner10-25%2024
Steven Gregory Henderly ControlPartner, Cco50-75%2017
William Gary Henderly ControlFounder/ Partner25-50%2006

Frequently asked questions

How much does Nvest Wealth Strategies, Inc. manage?

Nvest Wealth Strategies, Inc. reports $201.5 million in regulatory assets under management on its Form ADV.

How many employees does Nvest Wealth Strategies, Inc. have?

Nvest Wealth Strategies, Inc. reports 3 employees.

Where is Nvest Wealth Strategies, Inc. located?

Nvest Wealth Strategies, Inc. is based in Powell, OH and has been SEC-registered since 2022.

Does Nvest Wealth Strategies, Inc. disclose fund performance?

Nvest Wealth Strategies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9757 Fairway Drive, Powell, OH 43065
Phone614-389-4646
Office hours9:00a.m. To 4:30p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$191.5M
Non-discretionary$10M
Total (RAUM)$201.5M