New Vernon Wealth Management LLC

New Vernon Wealth Management LLC (CRD# 164775) is a financial advisory firm headquartered in Highland Park, IL. They manage $462,433,077 in 465 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    462
    MILLION
  • Total Number of Accounts
    465
    ACCOUNTS
  • Average Account Value
    $994,480
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, IL, NJ, NY, TX

Financial Advisors at New Vernon Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Daniel M. Shapiro
CRD#: 1989147
799 Central Ave, Suite 350, Highland Park, IL 60035
93
Wealthminder
score

Daniel Shapiro (CRD# 1989147) is an Investment Advisor Representative working at New Vernon Wealth Management LLC in Highland Park, IL and has over 21 years of experience in the finance industry.

2
Nathan Shapiro
CRD#: 420097
799 Central Ave, Suite 350, Highland Park, IL 60035
87
Wealthminder
score

Nathan Shapiro (CRD# 420097) is an Investment Advisor Representative working at New Vernon Wealth Management LLC in Highland Park, IL and has 1 year of experience in the finance industry.

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