VANWEELDEN WEALTH MANAGEMENT, LLC
CRD #290308 SEC #801-131024 WEST CHESTER TOWNSHIP, OH (513) 942-8961
SEC Registered
Total AUM
$119.7M
Discretionary
$119.7M
Employees
7
Clients
25
Accounts
530
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $119.7M | $119.7M | $0 | 7 | 0 |
| Feb 2025 | $119.7M | $119.7M | $0 | 6 | 0 |
| Oct 2024 | $104M | $104M | $0 | 6 | 0 |
| Aug 2024 | $104M | $104M | $0 | 6 | 0 |
| Jul 2024 | $104M | $104M | $0 | 6 | 0 |
DateJun 2025
Total AUM$119.7M
Discretionary$119.7M
Non-Disc.$0
Employees7
Clients0
DateFeb 2025
Total AUM$119.7M
Discretionary$119.7M
Non-Disc.$0
Employees6
Clients0
DateOct 2024
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees6
Clients0
DateAug 2024
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees6
Clients0
DateJul 2024
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees6
Clients0