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 that provides financial planning and portfolio management for individuals, families and small businesses. The firm also produces periodic publications or newsletters for its clients. It is SEC-registered (registration effective 2022) and organized as a corporation with individual ownership. Fee arrangements include a percentage-of-AUM model alongside hourly charges. The firm reports serving both individual & family and institutional clients and does not identify as an active ESG investor.
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
William Henderly
FounderCRD 4373195
Steven Henderly
Partner, Investment AdvisorCRD 6155910
Jordan Ranly
Partner, Financial AdvisorCRD 7859014
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 82Active vs passive
$151M in ETFs
66%
$99.1M
34%
$51.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JOHN HANCOCK MULTIFACTOR MID CAP ETF (JHMM) | John Hancock | Passive | Mid Cap Blend | $25M | 350,254 | 16.63% |
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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