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Vanweelden Wealth Management, LLC

● SEC registered since 2024CRD 290308SEC# 801-131024West Chester Township, OH
Export (members)
Reg. AUM
$119.7M
Employees
7
Accounts
530
Location
West Chester Township, OH

Vanweelden Wealth Management, LLC assets under management

Vanweelden Wealth Management, LLC is an SEC-registered investment adviser based in West Chester Township, OH. The firm has been registered since 2024. It reports $119.7 million in regulatory assets under management and employs 7 people.
www.facebook.com/vanweeldenfinancialgroupView on SEC.gov ↗

Vanweelden Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
John Douglas Vanweelden ControlPresident, Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does Vanweelden Wealth Management, LLC manage?

Vanweelden Wealth Management, LLC reports $119.7 million in regulatory assets under management on its Form ADV.

How many employees does Vanweelden Wealth Management, LLC have?

Vanweelden Wealth Management, LLC reports 7 employees.

Where is Vanweelden Wealth Management, LLC located?

Vanweelden Wealth Management, LLC is based in West Chester Township, OH and has been SEC-registered since 2024.

Does Vanweelden Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address8905 Cincinnati Dayton Rd, West Chester Township, OH 45069
Phone(513) 942-8961
Fax(513) 942 8962
Office hours9:00a.m. - 4:30p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$119.7M
Non-discretionary$0
Total (RAUM)$119.7M