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 registered investment adviser organized as an LLC. The firm describes itself as a capital allocator serving individual and family clients and provides a mix of financial planning and portfolio management services for both personal and small-business or institutional relationships. Its advisory model includes fee arrangements based on a percentage of assets under management as well as hourly and fixed-fee engagements. The firm also acts as a selector of other advisers, indicating use of third-party managers or funds. Vanweelden is not positioned as an ESG-focused investor and lists an insurance company among its industry affiliations. The adviser was SEC-registered in 2024 and is owned by an individual.
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 3
Arthur 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 9Active vs passive
$129M in ETFs
30%
$38.2M
30%
$90.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| MRP SYNTHEQUITY ETF (SNTH) | $23.4M | 788,273 | 18.24% |
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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