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Nvwm LLC

● SEC registered since 2010CRD 152301SEC# 801-70883Yardley, PA
Export (members)
Reg. AUM
$599.6M
Employees
9
Accounts
1,512
Location
Yardley, PA

Nvwm LLC assets under management

Nvwm LLC is an investment advisory firm registered with the SEC based in Yardley, PA. The firm has been registered since 2010. It reports $599.6 million in regulatory assets under management and employs 9 people.

Nvwm LLC owners & executives

4 reported
NameTitleOwnershipSince
Daniel Henry McElwee ControlMember, Executive Vice President10-25%2018
Nicholas Vincent Ventura ControlManaging MemberOver 75%2004
Thomas Michael Cahill ControlMember And Cio5-10%2021
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Frequently asked questions

How much does Nvwm LLC manage?

Nvwm LLC reports $599.6 million in regulatory assets under management on its Form ADV.

How many employees does Nvwm LLC have?

Nvwm LLC reports 9 employees.

Where is Nvwm LLC located?

Nvwm LLC is based in Yardley, PA and has been SEC-registered since 2010.

Does Nvwm LLC disclose fund performance?

Nvwm LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address820 Township Line Road, Suite 100, Yardley, PA 19067
Phone866 899-0068
Fax(609) 671-9199
Office hours9 a.m. - 5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$599.4M
Non-discretionary$150K
Total (RAUM)$599.6M