Vanweelden Wealth Management, LLC
Vanweelden Wealth Management, LLC (CRD# 290308) is a financial advisory firm headquartered in West Chester, OH. They manage $95,376,573 in 499 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management95MILLION
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Total Number of Accounts499ACCOUNTS
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Average Account Value$191,135
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN, KY, OH, TX
Financial Advisors at Vanweelden Wealth Management, LLC
1
James Connell (CRD# 6387210) is an Investment Advisor Representative working at Vanweelden Wealth Management, LLC in West Chester, OH and has over 5 years of experience in the finance industry.
2
John Vanweelden (CRD# 4106093) is an Investment Advisor Representative working at Vanweelden Wealth Management, LLC in West Chester, OH and has over 24 years of experience in the finance industry.
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