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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| VANWEELDEN, JOHN, DOUGLAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| VANWEELDEN, JOHN, DOUGLAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| VANWEELDEN, JOHN, DOUGLAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| VANWEELDEN, JOHN, DOUGLAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| VANWEELDEN, JOHN, DOUGLAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jun 25, 2025 REGISTERED
Notice Filings (4)
IN KY OH TX
Address
8905 CINCINNATI DAYTON RDWEST CHESTER TOWNSHIP, OH 45069
United States
Phone: (513) 942-8961