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NVEST WEALTH STRATEGIES, INC.
CRD 139758 · SEC 801-123479
9757 FAIRWAY DRIVE, POWELL, OH, 43065, United States
Phone
614-389-4646
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$236.7M
Discretionary AUM
$223.5M
Team
4 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-01-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 138 | $114.1M |
| High net worth individuals | 47 | $121.4M |
| Charitable organizations | 2 | $1.2M |
All web addresses on file
Official SEC filing: View on IAPD