Nuvern Wealth Advisors LLC

Overview

Nuvern Wealth Advisors LLC is an individually owned limited liability company that provides advisory services to individuals and small businesses. The firm combines financial planning with portfolio management and also offers adviser selection and educational workshops. It describes itself as a capital allocator, meaning it places client capital with third‑party managers in addition to managing portfolios directly. Its billing approach is flexible: Nuvern charges on a percentage‑of‑assets basis and also uses hourly and fixed fees for certain engagements. The firm does not identify as an active ESG investor, is not organized as a multi‑state adviser, and is not positioned as a pension consultant or related adviser. SEC registration year is not reported in the available data.

Investments & Alternatives