Nvest Wealth Strategies, Inc.
● SEC registered since 2022CRD 139758SEC# 801-123479Powell, OH
Reg. AUM
$236.7M
Employees
4
Accounts
640
Location
Powell, OH
Nvest Wealth Strategies, Inc. assets under management
Nvest Wealth Strategies, Inc. operates as an SEC-registered investment adviser based in Powell, OH. The firm has been registered since 2022. It reports $236.7 million in regulatory assets under management and employs 4 people.
Nvest Wealth Strategies, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jordan Arthur Ranly Control | Partner | 25-50% | 2024 |
| Steven Gregory Henderly Control | Partner, Cco | 50-75% | 2017 |
| William Gary Henderly Control | Founder/ Partner | 10-25% | 2006 |
Frequently asked questions
How much does Nvest Wealth Strategies, Inc. manage?
Nvest Wealth Strategies, Inc. reports $236.7 million in regulatory assets under management on its Form ADV.
How many employees does Nvest Wealth Strategies, Inc. have?
Nvest Wealth Strategies, Inc. reports 4 employees.
Where is Nvest Wealth Strategies, Inc. located?
Nvest Wealth Strategies, Inc. is based in Powell, OH and has been SEC-registered since 2022.
Does Nvest Wealth Strategies, Inc. disclose fund performance?
Nvest Wealth Strategies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9757 Fairway Drive, Powell, OH 43065 |
| Phone | 614-389-4646 |
| Office hours | 9:00a.m. To 4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$236.7M▲ 17%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$236.7Mregulatory AUM
Discretionary $223.5MNon-discretionary $13.2M