NVEST WEALTH STRATEGIES, INC.
SEC Form ADV profile.
Total regulatory AUM
$236,690,161
Discretionary
$223,508,756
Non-discretionary
$13,181,405
Firm details
- CRD number
- 139758
- SEC file number
- 801-123479
- Main office
- POWELL, OH, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTPS://WWW.NVESTWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly
As of November 2026.