← Back to searchVisit website
VANWEELDEN WEALTH MANAGEMENT, LLC
CRD 290308 · SEC 801-131024
8905 CINCINNATI DAYTON RD, WEST CHESTER TOWNSHIP, OH, 45069, United States
Phone
(513) 942-8961
Fax
(513) 942 8962
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$136.5M
Discretionary AUM
$136.5M
Team
6 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 127 | $55.7M |
| High net worth individuals | 76 | $80.8M |
States served
IN, KY, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD