Nvest Wealth Strategies, Inc.
Firm details
- Headquarters
- Powell, Ohio
- CRD number
- 139758
- Registered since
- March 31, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI51.28%
- Individuals48.22%
- Charitable Organizations0.51%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Nvest Wealth Strategies, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered in 2022. Ownership is held by an individual, and the firm serves both individual & family and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the publication of periodicals or newsletters. Fee arrangements include a percentage of assets under management and hourly charges. The firm does not identify as an active ESG investor and is not a multi-state or pension consultant adviser; it does not act as a capital allocator to third-party managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds45%
- US Government Bonds1%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 3
Jordan Ranly
Partner, Financial AdvisorCRD 7859014
Steven Henderly
Partner, Investment AdvisorCRD 6155910
William Henderly
FounderCRD 4373195
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$179M in ETFs
69%
$123M
30%
$56.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JOHN HANCOCK MULTIFACTOR MID CAP ETF (JHMM) | John Hancock | Passive | Mid Cap Blend | $31.7M | 423,460 | 17.71% |
Location
Powell, OH
Delaware
Location
Powell, OH
Headquartered in Powell, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Delaware
- Address
- 9757 Fairway Dr
- Time zone
- ET (UTC-5)
- Office locations
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