Nuvern Wealth Advisors LLC

Overview

Nuvern Wealth Advisors LLC is a New York–based limited liability company that provides fee-based advisory services to individuals and small businesses. The firm lists an individual owner and identifies itself as a capital allocator that sources third-party managers for specialized strategies. Core advisory activities include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and running educational seminars or workshops. Fee arrangements are flexible, with engagements billed as a percentage of assets under management, hourly charges, or fixed fees. Nuvern does not position itself as an active ESG investor and is not registered as a multi-state adviser. The mix of services and fee options suggests the firm supports both ongoing investment relationships and standalone planning or consulting assignments.

Investments & Alternatives

Location & Offices