Vanweelden Wealth Management, LLC
● SEC registered since 2024CRD 290308SEC# 801-131024West Chester Township, OH
Reg. AUM
$136.5M
Employees
6
Accounts
581
Location
West Chester Township, OH
Vanweelden Wealth Management, LLC assets under management
Vanweelden Wealth Management, LLC is an SEC-registered investment adviser based in West Chester Township, OH. The firm has been registered since 2024. It reports $136.5 million in regulatory assets under management and employs 6 people.
Vanweelden Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Douglas Vanweelden Control | President, Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Vanweelden Wealth Management, LLC manage?
Vanweelden Wealth Management, LLC reports $136.5 million in regulatory assets under management on its Form ADV.
How many employees does Vanweelden Wealth Management, LLC have?
Vanweelden Wealth Management, LLC reports 6 employees.
Where is Vanweelden Wealth Management, LLC located?
Vanweelden Wealth Management, LLC is based in West Chester Township, OH and has been SEC-registered since 2024.
Does Vanweelden Wealth Management, LLC disclose fund performance?
Vanweelden 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 | 8905 Cincinnati Dayton Rd, West Chester Township, OH 45069 |
| Phone | (513) 942-8961 |
| Fax | (513) 942 8962 |
| Office hours | 9:00a.m. - 4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$136.5M▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$136.5Mregulatory AUM
Discretionary $136.5M