1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2VANWEELDEN WEALTH MANAGEMENT, LLC

Map pinWEST CHESTER TOWNSHIP, OH
Phone(513) 942-8961
NotebookSEC #801-131024
Total AUM
$136.5M
Employees
6
Clients
203

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8905 CINCINNATI DAYTON RD
WEST CHESTER TOWNSHIP
OH 45069
United States
Operating Hours
9:00AM - 4:30PM
Monday - Friday
Phone
(513) 942-8961

ReceiptFinancials

Total AUM
$136.5M
Accounts
581
Discretionary
$136.5M
Accounts
581
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
127
AUM
$55.7M
HNW Individual Clients
76
AUM
$80.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINKYOHTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account