NVEST FINANCIAL, LLC
CRD #128868 SEC #801-123374 PORTSMOUTH, NH 207-985-8585
SEC Registered
Total AUM
$523.4M
Discretionary
$523.4M
Employees
15
Clients
25
Accounts
1,244
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $523.4M | $523.4M | $0 | 15 | 0 |
| Jul 2025 | $523.4M | $523.4M | $0 | 13 | 0 |
| Mar 2025 | $523.4M | $523.4M | $0 | 13 | 0 |
| Jan 2025 | $379.8M | $379.8M | $0 | 12 | 1 |
| Dec 2024 | $379.8M | $379.8M | $0 | 12 | 1 |
| Nov 2024 | $379.8M | $379.8M | $0 | 12 | 1 |
| Mar 2024 | $379.8M | $379.8M | $0 | 12 | 1 |
| Jan 2024 | $268.4M | $268.4M | $0 | 12 | 0 |
| Jul 2023 | $268.4M | $268.4M | $0 | 12 | 0 |
| Mar 2023 | $268.4M | $268.4M | $0 | 12 | 0 |
| Jan 2023 | $274.4M | $274.4M | $0 | 12 | 0 |
| Feb 2022 | $274.4M | $274.4M | $0 | 10 | 14 |
| Feb 2022 | $274.4M | $274.4M | $0 | 10 | 14 |
| Feb 2022 | $274.4M | $274.4M | $0 | 10 | 14 |
DateAug 2025
Total AUM$523.4M
Discretionary$523.4M
Non-Disc.$0
Employees15
Clients0
DateJul 2025
Total AUM$523.4M
Discretionary$523.4M
Non-Disc.$0
Employees13
Clients0
DateMar 2025
Total AUM$523.4M
Discretionary$523.4M
Non-Disc.$0
Employees13
Clients0
DateJan 2025
Total AUM$379.8M
Discretionary$379.8M
Non-Disc.$0
Employees12
Clients1
DateDec 2024
Total AUM$379.8M
Discretionary$379.8M
Non-Disc.$0
Employees12
Clients1
DateNov 2024
Total AUM$379.8M
Discretionary$379.8M
Non-Disc.$0
Employees12
Clients1
DateMar 2024
Total AUM$379.8M
Discretionary$379.8M
Non-Disc.$0
Employees12
Clients1
DateJan 2024
Total AUM$268.4M
Discretionary$268.4M
Non-Disc.$0
Employees12
Clients0
DateJul 2023
Total AUM$268.4M
Discretionary$268.4M
Non-Disc.$0
Employees12
Clients0
DateMar 2023
Total AUM$268.4M
Discretionary$268.4M
Non-Disc.$0
Employees12
Clients0
DateJan 2023
Total AUM$274.4M
Discretionary$274.4M
Non-Disc.$0
Employees12
Clients0
DateFeb 2022
Total AUM$274.4M
Discretionary$274.4M
Non-Disc.$0
Employees10
Clients14
DateFeb 2022
Total AUM$274.4M
Discretionary$274.4M
Non-Disc.$0
Employees10
Clients14
DateFeb 2022
Total AUM$274.4M
Discretionary$274.4M
Non-Disc.$0
Employees10
Clients14