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Building 2NVEST WEALTH STRATEGIES, INC.

Map pinPOWELL, OH
Phone614-389-4646
NotebookSEC #801-123479
Total AUM
$236.7M
Employees
4
Clients
187

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9757 FAIRWAY DRIVE
POWELL
OH 43065
United States
Operating Hours
9:00AM TO 4:30PM
Monday - Friday
Phone
614-389-4646

ReceiptFinancials

Total AUM
$236.7M
Accounts
640
Discretionary
$223.5M
Accounts
535
Non-Discretionary
$13.2M
Accounts
105

ContactClients

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Individual Clients
138
AUM
$114.1M
HNW Individual Clients
47
AUM
$121.4M
Charitable Organization Clients
2
AUM
$1.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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