New Vernon Wealth Management LLC
● SEC registered since 2013CRD 164775SEC# 801-77619Highland Park, IL
Reg. AUM
$781M
Employees
8
Accounts
443
Location
Highland Park, IL
New Vernon Wealth Management LLC assets under management
New Vernon Wealth Management LLC is a registered investment adviser overseen by the SEC based in Highland Park, IL. The firm has been registered since 2013. It reports $781 million in regulatory assets under management and employs 8 people.
New Vernon Wealth Management LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Arshad Rafiq Zakaria Control | Member, Manager, Chairman Of Board | Under 5% | 2020 |
| Daniel Mark Shapiro Control | Member, Manager, Trustee Of Daniel Shapiro Gift Trust | 10-25% | 2013 |
| Daniel Shapiro Gift Trust Control | Member - Trustee Is A Control Person | 10-25% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does New Vernon Wealth Management LLC manage?
New Vernon Wealth Management LLC reports $781 million in regulatory assets under management on its Form ADV.
How many employees does New Vernon Wealth Management LLC have?
New Vernon Wealth Management LLC reports 8 employees.
Where is New Vernon Wealth Management LLC located?
New Vernon Wealth Management LLC is based in Highland Park, IL and has been SEC-registered since 2013.
Does New Vernon Wealth Management LLC disclose fund performance?
New Vernon Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 799 Central Ave, Suite 350, Highland Park, IL 60035 |
| Phone | 847-926-5700 |
| Fax | 847-926-5702 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$781M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$781Mregulatory AUM
Discretionary $781M