Nvwm LLC
● SEC registered since 2010CRD 152301SEC# 801-70883Yardley, PA
Reg. AUM
$713.5M
Employees
12
Accounts
1,783
Location
Yardley, PA
Nvwm LLC assets under management
Nvwm LLC is an investment advisory firm registered with the SEC based in Yardley, PA. The firm has been registered since 2010. It reports $713.5 million in regulatory assets under management and employs 12 people.
Nvwm LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Henry McElwee Control | Member, Executive Vice President | 10-25% | 2018 |
| Nicholas Vincent Ventura Control | Managing Member | Over 75% | 2004 |
| Thomas Michael Cahill Control | Member And Cio | 5-10% | 2021 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Nvwm LLC manage?
Nvwm LLC reports $713.5 million in regulatory assets under management on its Form ADV.
How many employees does Nvwm LLC have?
Nvwm LLC reports 12 employees.
Where is Nvwm LLC located?
Nvwm LLC is based in Yardley, PA and has been SEC-registered since 2010.
Does Nvwm LLC disclose fund performance?
Nvwm LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 820 Township Line Road, Suite 100, Yardley, PA 19067 |
| Phone | 866 899-0068 |
| Fax | (609) 671-9199 |
| Office hours | 9 a.m. - 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$713.5M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$713.5Mregulatory AUM
Discretionary $713.3MNon-discretionary $137K