NVEST WEALTH STRATEGIES, INC.
Latest filing: Jan 21, 2025 (85 days ago)
AUM
$201,510,861
16% change vs. 1 year ago
32% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
3
0% change vs. 1 year ago
50% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
POWELL, OH
9757 FAIRWAY DRIVE, POWELL, OH, UNITED STATES, 43065
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.0 |
| Total | $0.2 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 131 | $0.1 |
| Average Individual AUM | $603,947 | |
| HNW | 44 | $0.1 |
| Average HNW AUM | $2,781,676 | |
| Retail Total | 175 | $0.2 |
| Average Retail AUM | $1,151,491 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.2 |
| Retail SMA AUM | $0.2 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
2 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM HENDERLY | POWELL | OH | CHARTERED FINANCIAL ANALYST | ||||||
| STEVEN HENDERLY | POWELL | OH | CHARTERED FINANCIAL ANALYST | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-03-06 | $0.2 | $0.0 | 0% | 3 | 0 | 0% |
| 2024-04-02 | $0.2 | $0.0 | 16% | 3 | 0 | 0% |
| 2023-04-04 | $0.1 | $0.1 | 44% | 3 | 0 | 0% |
| 2022-04-01 | $0.2 | $0.0 | 32% | 2 | 1 | 50% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| FL-03/22/2013, OH-02/22/2012, TX-03/17/2014 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT NEWSLETTERS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV