RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Ohio
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 21, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HENDERLY, WILLIAM, GARYIPRESIDENT/OWNER/CHIEF COMPLIANCE OFFICERE Control
HENDERLY, WILLIAM, GARYIPRESIDENT/OWNER/CHIEF COMPLIANCE OFFICERE Control
HENDERLY, WILLIAM, GARYIPRESIDENT/OWNER/CHIEF COMPLIANCE OFFICERE Control
HENDERLY, WILLIAM, GARYIPRESIDENT/OWNER/CHIEF COMPLIANCE OFFICERE Control
HENDERLY, STEVEN, GREGORYIPARTNER, CCOD Control
HENDERLY, STEVEN, GREGORYIPARTNER, CCOD Control
HENDERLY, WILLIAM, GARYIFOUNDER/ PARTNERD Control
HENDERLY, WILLIAM, GARYIFOUNDER/ PARTNERD Control
HENDERLY, WILLIAM, GARYIFOUNDER/ PARTNERD Control
HENDERLY, STEVEN, GREGORYIPARTNER, CCOC Control
HENDERLY, STEVEN, GREGORYIPARTNER, CCOC Control
HENDERLY, STEVEN, GREGORYIPARTNER, CCOC Control
HENDERLY, STEVEN, GREGORYIPARTNER, CCOC Control
HENDERLY, STEVEN, GREGORYIPARTNER, CCOC Control
HENDERLY, WILLIAM, GARYIFOUNDER/ PARTNERC Control
HENDERLY, WILLIAM, GARYIFOUNDER/ PARTNERC Control
HENDERLY, WILLIAM, GARYIFOUNDER/ PARTNERC Control
HENDERLY, WILLIAM, GARYIFOUNDER/ PARTNERC Control
RANLY, JORDAN, ARTHURIPARTNERB
RANLY, JORDAN, ARTHURIPARTNERB
RANLY, JORDAN, ARTHURIPARTNERA
RANLY, JORDAN, ARTHURIPARTNERA

Registrations

Federal

IA
Jan 21, 2025 REGISTERED

Notice Filings (4)

FL IL OH TX

Address

9757 FAIRWAY DRIVE
POWELL, OH 43065
United States
Phone: 614-389-4646