NVEST WEALTH STRATEGIES, INC.
CRD #139758 SEC #801-123479 POWELL, OH 614-389-4646
SEC Registered
Total AUM
$201.5M
Discretionary
$191.5M
Employees
3
Clients
101
Accounts
597
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $201.5M | $191.5M | $10M | 3 | 0 |
| Jan 2025 | $201.5M | $191.5M | $10M | 3 | 0 |
| Jan 2024 | $173.6M | $164.1M | $9.5M | 3 | 168 |
| Jan 2024 | $173.6M | $164.1M | $9.5M | 3 | 168 |
| Feb 2023 | $140.1M | $138.2M | $1.9M | 3 | 158 |
| Mar 2022 | $152.9M | $151.1M | $1.8M | 2 | 155 |
| Feb 2022 | $152.9M | $151.1M | $1.8M | 2 | 155 |
| Feb 2012 | $40.9M | $40.9M | $0 | 1 | 26 |
| Nov 2011 | $45.7M | $45.7M | $0 | 1 | 26 |
| Feb 2011 | $45.7M | $45.7M | $0 | 5 | -- |
DateJan 2025
Total AUM$201.5M
Discretionary$191.5M
Non-Disc.$10M
Employees3
Clients0
DateJan 2025
Total AUM$201.5M
Discretionary$191.5M
Non-Disc.$10M
Employees3
Clients0
DateJan 2024
Total AUM$173.6M
Discretionary$164.1M
Non-Disc.$9.5M
Employees3
Clients168
DateJan 2024
Total AUM$173.6M
Discretionary$164.1M
Non-Disc.$9.5M
Employees3
Clients168
DateFeb 2023
Total AUM$140.1M
Discretionary$138.2M
Non-Disc.$1.9M
Employees3
Clients158
DateMar 2022
Total AUM$152.9M
Discretionary$151.1M
Non-Disc.$1.8M
Employees2
Clients155
DateFeb 2022
Total AUM$152.9M
Discretionary$151.1M
Non-Disc.$1.8M
Employees2
Clients155
DateFeb 2012
Total AUM$40.9M
Discretionary$40.9M
Non-Disc.$0
Employees1
Clients26
DateNov 2011
Total AUM$45.7M
Discretionary$45.7M
Non-Disc.$0
Employees1
Clients26
DateFeb 2011
Total AUM$45.7M
Discretionary$45.7M
Non-Disc.$0
Employees5
Clients--