Van Nostrand Wealth Management LLC

Van Nostrand Wealth Management LLC (CRD# 304200) is a financial advisory firm headquartered in San Diego, CA. They manage $48,064,628 in 154 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
11440 W Bernardo Ct, Suite 204, San Diego, CA 92127
http://www.vnwealth.com
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    154
    ACCOUNTS
  • Average Account Value
    $312,108
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Van Nostrand Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mary Vannostrand, financial advisor San Diego CA
Mary L. Vannostrand
CRD#: 1300289
16870 West Bernardo Drive, Suite 400, San Diego, CA 92127

Mary Vannostrand (CRD# 1300289) is an Investment Advisor Representative working at Van Nostrand Wealth Management LLC in San Diego, CA and has over 20 years of experience in the finance industry.

2
Garrett Van Nostrand, financial advisor San Diego CA
Garrett Van Nostrand
CRD#: 7686578
11440 W Bernardo Ct, Suite 204, San Diego, CA 92127

Garrett Van Nostrand (CRD# 7686578) is an Investment Advisor Representative working at Van Nostrand Wealth Management LLC in San Diego, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals