RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
0
LEI
254900716Q90GWTH9517

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
JUST, GARY, ALANICHIEF FINANCIAL OFFICERNA Control
JUST, GARY, ALANICHIEF FINANCIAL OFFICERNA Control
JUST, GARY, ALANICHIEF FINANCIAL OFFICERNA Control
JUST, GARY, ALANICHIEF FINANCIAL OFFICERNA Control
JUST, GARY, ALANICHIEF FINANCIAL OFFICERNA Control
JUST, GARY, ALANICHIEF FINANCIAL OFFICERNA Control
JUST, GARY, ALANICHIEF FINANCIAL OFFICERNA Control
JUST, GARY, ALANICHIEF FINANCIAL OFFICERNA Control
JUST, GARY, ALANICHIEF FINANCIAL OFFICERNA Control
JUST, GARY, ALANICHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
JUST, GARY, ALANICHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
JUST, GARY, ALANICHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
JUST, GARY, ALANICHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
JUST, GARY, ALANICHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
JUST, GARY, ALANICHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
JUST, GARY, ALANICHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
JUST, GARY, ALANICHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
JUST, GARY, ALANICHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
JUST, GARY, ALANICHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
JUST, GARY, ALANICHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
JUST, GARY, ALANICHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
ZAKARIA, ARSHAD, RAFIQIMEMBER, MANAGER, CHAIRMAN OF BOARDNA Control
ZAKARIA, ARSHAD, RAFIQIMEMBER, MANAGER, CHAIRMAN OF BOARDNA Control
ZAKARIA, ARSHAD, RAFIQIMEMBER, MANAGER, CHAIRMAN OF BOARDNA Control
ZAKARIA, ARSHAD, RAFIQIMEMBER, MANAGER, CHAIRMAN OF BOARDNA Control
ZAKARIA, ARSHAD, RAFIQIMEMBER, MANAGER, CHAIRMAN OF BOARDNA Control
NV CAPITAL HOLDINGS II, LLCDEMEMBERC Control
NV CAPITAL HOLDINGS II, LLCDEMEMBERC Control
NV CAPITAL HOLDINGS II, LLCDEMEMBERC Control
NV CAPITAL HOLDINGS II, LLCDEMEMBERC Control
NV CAPITAL HOLDINGS II, LLCDEMEMBERC Control
NV CAPITAL HOLDINGS II, LLCDEMEMBERC Control
NV CAPITAL HOLDINGS II, LLCDEMEMBERC Control
NV CAPITAL HOLDINGS II, LLCDEMEMBERC Control
NV CAPITAL HOLDINGS II, LLCDEMEMBERC Control
NV CAPITAL HOLDINGS II, LLCDEMEMBERC Control
NV CAPITAL HOLDINGS II, LLCDEMEMBERC Control
NV CAPITAL HOLDINGS II, LLCDEMEMBERC Control
NV CAPITAL HOLDINGS II, LLCDEMEMBERC Control
NV CAPITAL HOLDINGS II, LLCDEMEMBERC Control
NV CAPITAL HOLDINGS II, LLCDEMEMBERC Control
NV CAPITAL HOLDINGS II, LLCDEMEMBERC Control
NV CAPITAL HOLDINGS II, LLCDEMEMBERC Control
NV CAPITAL HOLDINGS II, LLCDEMEMBERC Control
NV CAPITAL HOLDINGS II, LLCDEMEMBERC Control
NV CAPITAL HOLDINGS II, LLCDEMEMBERC Control
NV CAPITAL HOLDINGS II, LLCDEMEMBERC Control
ZAKARIA, MANSOOR, RAFIQIMEMBERC Control
ZAKARIA, MANSOOR, RAFIQIMEMBERC Control
ZAKARIA, MANSOOR, RAFIQIMEMBERC Control
ZAKARIA, MANSOOR, RAFIQIMEMBERC Control
ZAKARIA, MANSOOR, RAFIQIMEMBERC Control
ZAKARIA, MANSOOR, RAFIQIMEMBERC Control
ZAKARIA, MANSOOR, RAFIQIMEMBERC Control
ZAKARIA, MANSOOR, RAFIQIMEMBERC Control
ZAKARIA, MANSOOR, RAFIQIMEMBERC Control
ZAKARIA, MANSOOR, RAFIQIMEMBERC Control
ZAKARIA, MANSOOR, RAFIQIMEMBERC Control
ZAKARIA, MANSOOR, RAFIQIMEMBERC Control
ZAKARIA, MANSOOR, RAFIQIMEMBERC Control
ZAKARIA, MANSOOR, RAFIQIMEMBERC Control
ZAKARIA, MANSOOR, RAFIQIMEMBERC Control
ZAKARIA, MANSOOR, RAFIQIMEMBERC Control
ZAKARIA, MANSOOR, RAFIQIMEMBER, MANAGERC Control
ZAKARIA, MANSOOR, RAFIQIMEMBER, MANAGERC Control
ZAKARIA, MANSOOR, RAFIQIMEMBER, MANAGERC Control
ZAKARIA, MANSOOR, RAFIQIMEMBER, MANAGERC Control
ZAKARIA, MANSOOR, RAFIQIMEMBER, MANAGERC Control
DANIEL SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONB Control
DANIEL SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONB Control
DANIEL SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONB Control
DANIEL SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONB Control
SHAPIRO, DANIEL, MARKIMEMBER, MANAGER, TRUSTEE OF DANIEL SHAPIRO GIFT TRUSTB Control
SHAPIRO, DANIEL, MARKIMEMBER, MANAGER, TRUSTEE OF DANIEL SHAPIRO GIFT TRUSTB Control
SHAPIRO, DANIEL, MARKIMEMBER, MANAGER, TRUSTEE OF DANIEL SHAPIRO GIFT TRUSTB Control
SHAPIRO, DANIEL, MARKIMEMBER, MANAGER, TRUSTEE OF DANIEL SHAPIRO GIFT TRUSTB Control
SHAPIRO, STEVEN, ARTHURIMEMBER, MANAGER, CHIEF INVESTMENT OFFICER, TRUSTEE STEVEN SHAPIRO GIFT TRUSTB Control
SHAPIRO, STEVEN, ARTHURIMEMBER, MANAGER, CHIEF INVESTMENT OFFICER, TRUSTEE STEVEN SHAPIRO GIFT TRUSTB Control
SHAPIRO, STEVEN, ARTHURIMEMBER, MANAGER, CHIEF INVESTMENT OFFICER, TRUSTEE STEVEN SHAPIRO GIFT TRUSTB Control
SHAPIRO, STEVEN, ARTHURIMEMBER, MANAGER, CHIEF INVESTMENT OFFICER, TRUSTEE STEVEN SHAPIRO GIFT TRUSTB Control
STEVEN SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONB Control
STEVEN SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONB Control
STEVEN SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONB Control
STEVEN SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONB Control
DANIEL SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
DANIEL SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
DANIEL SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
DANIEL SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
DANIEL SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
DANIEL SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
DANIEL SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
DANIEL SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
DANIEL SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
DANIEL SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
DANIEL SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
DANIEL SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
DANIEL SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
DANIEL SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
DANIEL SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
DANIEL SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
DANIEL SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
SHAPIRO, DANIEL, MARKICEO/CHIEF COMPLIANCE OFFICER, TRUSTEE OF DANIEL SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, DANIEL, MARKICEO/CHIEF COMPLIANCE OFFICER, TRUSTEE OF DANIEL SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, DANIEL, MARKICEO/CHIEF COMPLIANCE OFFICER, TRUSTEE OF DANIEL SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, DANIEL, MARKICEO/CHIEF COMPLIANCE OFFICER, TRUSTEE OF DANIEL SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, DANIEL, MARKICEO/CHIEF COMPLIANCE OFFICER, TRUSTEE OF DANIEL SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, DANIEL, MARKICEO/CHIEF COMPLIANCE OFFICER, TRUSTEE OF DANIEL SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, DANIEL, MARKICEO/CHIEF COMPLIANCE OFFICER, TRUSTEE OF DANIEL SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, DANIEL, MARKICEO/CHIEF COMPLIANCE OFFICER, TRUSTEE OF DANIEL SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, DANIEL, MARKICEO/CHIEF COMPLIANCE OFFICER, TRUSTEE OF DANIEL SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, DANIEL, MARKICEO/MANAGER, TRUSTEE OF DANIEL SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, DANIEL, MARKICEO/MANAGER, TRUSTEE OF DANIEL SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, DANIEL, MARKICEO/MANAGER, TRUSTEE OF DANIEL SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, DANIEL, MARKICEO/MANAGER, TRUSTEE OF DANIEL SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, DANIEL, MARKICEO/MANAGER, TRUSTEE OF DANIEL SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, DANIEL, MARKICEO/MANAGER, TRUSTEE OF DANIEL SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, DANIEL, MARKICEO/MANAGER, TRUSTEE OF DANIEL SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, DANIEL, MARKICEO/MANAGER, TRUSTEE OF DANIEL SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, STEVEN, ARTHURIVICE PRESIDENT/CHIEF INVESTMENT OFFICER, TRUSTEE STEVEN SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, STEVEN, ARTHURIVICE PRESIDENT/CHIEF INVESTMENT OFFICER, TRUSTEE STEVEN SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, STEVEN, ARTHURIVICE PRESIDENT/CHIEF INVESTMENT OFFICER, TRUSTEE STEVEN SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, STEVEN, ARTHURIVICE PRESIDENT/CHIEF INVESTMENT OFFICER, TRUSTEE STEVEN SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, STEVEN, ARTHURIVICE PRESIDENT/CHIEF INVESTMENT OFFICER, TRUSTEE STEVEN SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, STEVEN, ARTHURIVICE PRESIDENT/CHIEF INVESTMENT OFFICER, TRUSTEE STEVEN SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, STEVEN, ARTHURIVICE PRESIDENT/CHIEF INVESTMENT OFFICER, TRUSTEE STEVEN SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, STEVEN, ARTHURIVICE PRESIDENT/CHIEF INVESTMENT OFFICER, TRUSTEE STEVEN SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, STEVEN, ARTHURIVICE PRESIDENT/CHIEF INVESTMENT OFFICER, TRUSTEE STEVEN SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, STEVEN, ARTHURIVICE PRESIDENT/CHIEF INVESTMENT OFFICER, TRUSTEE STEVEN SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, STEVEN, ARTHURIVICE PRESIDENT/CHIEF INVESTMENT OFFICER, TRUSTEE STEVEN SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, STEVEN, ARTHURIVICE PRESIDENT/CHIEF INVESTMENT OFFICER, TRUSTEE STEVEN SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, STEVEN, ARTHURIVICE PRESIDENT/CHIEF INVESTMENT OFFICER, TRUSTEE STEVEN SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, STEVEN, ARTHURIVICE PRESIDENT/CHIEF INVESTMENT OFFICER, TRUSTEE STEVEN SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, STEVEN, ARTHURIVICE PRESIDENT/CHIEF INVESTMENT OFFICER, TRUSTEE STEVEN SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, STEVEN, ARTHURIVICE PRESIDENT/CHIEF INVESTMENT OFFICER, TRUSTEE STEVEN SHAPIRO GIFT TRUST, MEMBERA Control
SHAPIRO, STEVEN, ARTHURIVICE PRESIDENT/CHIEF INVESTMENT OFFICER, TRUSTEE STEVEN SHAPIRO GIFT TRUST, MEMBER, MANAGERA Control
STEVEN SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
STEVEN SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
STEVEN SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
STEVEN SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
STEVEN SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
STEVEN SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
STEVEN SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
STEVEN SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
STEVEN SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
STEVEN SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
STEVEN SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
STEVEN SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
STEVEN SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
STEVEN SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
STEVEN SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
STEVEN SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control
STEVEN SHAPIRO GIFT TRUSTDEMEMBER - TRUSTEE IS A CONTROL PERSONA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
ZAKARIA, ARSHAD, RAFIQINV CAPITAL HOLDINGS II, LLCC Control
ZAKARIA, ARSHAD, RAFIQINV CAPITAL HOLDINGS II, LLCC Control
ZAKARIA, ARSHAD, RAFIQINV CAPITAL HOLDINGS II, LLCC Control
ZAKARIA, ARSHAD, RAFIQINV CAPITAL HOLDINGS II, LLCC Control
ZAKARIA, ARSHAD, RAFIQINV CAPITAL HOLDINGS II, LLCC Control
ZAKARIA, ARSHAD, RAFIQINV CAPITAL HOLDINGS II, LLCC Control
ZAKARIA, ARSHAD, RAFIQINV CAPITAL HOLDINGS II, LLCC Control
ZAKARIA, ARSHAD, RAFIQINV CAPITAL HOLDINGS II, LLCC Control
ZAKARIA, ARSHAD, RAFIQINV CAPITAL HOLDINGS II, LLCC Control
ZAKARIA, ARSHAD, RAFIQINV CAPITAL HOLDINGS II, LLCC Control
ZAKARIA, ARSHAD, RAFIQINV CAPITAL HOLDINGS II, LLCC Control
ZAKARIA, ARSHAD, RAFIQINV CAPITAL HOLDINGS II, LLCC Control
ZAKARIA, ARSHAD, RAFIQINV CAPITAL HOLDINGS II, LLCC Control
ZAKARIA, ARSHAD, RAFIQINV CAPITAL HOLDINGS II, LLCC Control
ZAKARIA, ARSHAD, RAFIQINV CAPITAL HOLDINGS II, LLCC Control
ZAKARIA, ARSHAD, RAFIQINV CAPITAL HOLDINGS II, LLCC Control
ZAKARIA, ARSHAD, RAFIQINV CAPITAL HOLDINGS II, LLCC Control
ZAKARIA, ARSHAD, RAFIQINV CAPITAL HOLDINGS II, LLCC Control
ZAKARIA, ARSHAD, RAFIQINV CAPITAL HOLDINGS II, LLCC Control
ZAKARIA, ARSHAD, RAFIQINV CAPITAL HOLDINGS II, LLCC Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (8)

CA CT FL IL NH NJ NY TX

Address

799 CENTRAL AVE
SUITE 350
HIGHLAND PARK, IL 60035
United States
Phone: 847-926-5700