NEW VERNON WEALTH MANAGEMENT LLC
CRD #164775 SEC #801-77619 HIGHLAND PARK, IL 847-926-5700
SEC Registered
Total AUM
$627.9M
Discretionary
$627.9M
Employees
8
Clients
--
Accounts
416
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $627.9M | $627.9M | $0 | 8 | 0 |
| Mar 2024 | $551.9M | $551.9M | $0 | 8 | 0 |
| Mar 2023 | $430.8M | $430.8M | $0 | 10 | 0 |
| Mar 2022 | $488.8M | $488.8M | $0 | 11 | 0 |
| Mar 2021 | $439.1M | $439.1M | $0 | 11 | 0 |
| Jun 2020 | $379.8M | $379.8M | $0 | 12 | 0 |
| Jun 2020 | $379.8M | $379.8M | $0 | 12 | 0 |
| Mar 2020 | $379.8M | $379.8M | $0 | 12 | 0 |
| Mar 2019 | $420.6M | $420.6M | $0 | 12 | 0 |
| Mar 2018 | $408.7M | $408.7M | $0 | 13 | 0 |
| Mar 2017 | $414M | $414M | $0 | 11 | 200 |
| Oct 2016 | $462.4M | $462.4M | $0 | 11 | 200 |
| Mar 2016 | $462.4M | $462.4M | $0 | 11 | 200 |
| Dec 2015 | $420M | $420M | $0 | 11 | 200 |
| Mar 2015 | $420M | $420M | $0 | 11 | 200 |
| Mar 2014 | $431.5M | $431.5M | $0 | 11 | 200 |
| Nov 2013 | $455.8M | $455.8M | $0 | 11 | 300 |
| Jul 2013 | $455.8M | $455.8M | $0 | 11 | 300 |
| Jan 2013 | $427.8M | $427.8M | $0 | 13 | 300 |
DateMar 2025
Total AUM$627.9M
Discretionary$627.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$551.9M
Discretionary$551.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$430.8M
Discretionary$430.8M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$488.8M
Discretionary$488.8M
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$439.1M
Discretionary$439.1M
Non-Disc.$0
Employees11
Clients0
DateJun 2020
Total AUM$379.8M
Discretionary$379.8M
Non-Disc.$0
Employees12
Clients0
DateJun 2020
Total AUM$379.8M
Discretionary$379.8M
Non-Disc.$0
Employees12
Clients0
DateMar 2020
Total AUM$379.8M
Discretionary$379.8M
Non-Disc.$0
Employees12
Clients0
DateMar 2019
Total AUM$420.6M
Discretionary$420.6M
Non-Disc.$0
Employees12
Clients0
DateMar 2018
Total AUM$408.7M
Discretionary$408.7M
Non-Disc.$0
Employees13
Clients0
DateMar 2017
Total AUM$414M
Discretionary$414M
Non-Disc.$0
Employees11
Clients200
DateOct 2016
Total AUM$462.4M
Discretionary$462.4M
Non-Disc.$0
Employees11
Clients200
DateMar 2016
Total AUM$462.4M
Discretionary$462.4M
Non-Disc.$0
Employees11
Clients200
DateDec 2015
Total AUM$420M
Discretionary$420M
Non-Disc.$0
Employees11
Clients200
DateMar 2015
Total AUM$420M
Discretionary$420M
Non-Disc.$0
Employees11
Clients200
DateMar 2014
Total AUM$431.5M
Discretionary$431.5M
Non-Disc.$0
Employees11
Clients200
DateNov 2013
Total AUM$455.8M
Discretionary$455.8M
Non-Disc.$0
Employees11
Clients300
DateJul 2013
Total AUM$455.8M
Discretionary$455.8M
Non-Disc.$0
Employees11
Clients300
DateJan 2013
Total AUM$427.8M
Discretionary$427.8M
Non-Disc.$0
Employees13
Clients300