VANWEELDEN WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- WEST CHESTER, Ohio
- CRD number
- 290308
- Registered since
- August 30, 2024
- Website
- vanweeldengroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI59.22%
- Individuals40.78%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Vanweelden Wealth Management, LLC is an independent, SEC-registered registered investment adviser organized as an LLC. The firm acts as a capital allocator for individual and family clients and offers fee arrangements that include a percentage of assets under management as well as hourly and fixed-fee engagements. Its advisory services encompass financial planning, portfolio management for individuals and small businesses, management for businesses or institutional clients, and the selection of third-party advisers. Vanweelden is not flagged as an active ESG investor and reports an affiliation with an insurance company.
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 Equities96%
- Cash & Cash Equivalents3%
- Public Funds/Mutual Funds1%
Contacts
3 of 3Arthur Owens
Retirement AdvisorCRD 2405056
JOHN VANWEELDEN
Founder and PrincipalCRD 4106093
BRITTANY SMITH
Client Service AdvisorCRD 5436000
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$120M in ETFs
28%
$33.3M
29%
$86.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INNOVATOR EQUITY MANAGED 100 BUFFER ETF (BFRZ) | Innovator | $10.1M | 381,918 | 8.41% |
Location
WEST CHESTER, OH
BUTLER
Location
WEST CHESTER, OH
Headquartered in WEST CHESTER, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- BUTLER
- Address
- 8905 Cincinnati Dayton Rd
- Time zone
- ET (UTC-5)
- Office locations
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