Nvest Wealth Strategies, Inc.
Nvest Wealth Strategies, Inc. (CRD# 139758) is a financial advisory firm headquartered in Powell, OH. They manage $173,589,368 in 555 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Nvest Wealth Strategies, Inc.
By the Numbers
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Total Assets Under Management174MILLION
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Total Number of Accounts555ACCOUNTS
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Average Account Value$312,774
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, OH, TX
Financial Advisors at Nvest Wealth Strategies, Inc.
1
Steven Henderly (CRD# 6155910) is an Investment Advisor Representative working at Nvest Wealth Strategies, Inc. in Powell, OH and has 1 year of experience in the finance industry.
2
William Henderly (CRD# 4373195) is an Investment Advisor Representative working at Nvest Wealth Strategies, Inc. in Powell, OH and has 1 year of experience in the finance industry.
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