Vanweelden Wealth Management, LLC

Vanweelden Wealth Management, LLC (CRD# 290308) is a financial advisory firm headquartered in West Chester, OH. They manage $95,376,573 in 499 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
8905 Cincinnati Dayton Rd, West Chester, OH 45069
https://www.facebook.com/vanweeldenfinancialgroup
By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    499
    ACCOUNTS
  • Average Account Value
    $191,135
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN, KY, OH, TX

Financial Advisors at Vanweelden Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James Connell, financial advisor West Chester OH
James P. Connell
CRD#: 6387210
8905 Cincinnati Dayton Rd, West Chester, OH 45069

James Connell (CRD# 6387210) is an Investment Advisor Representative working at Vanweelden Wealth Management, LLC in West Chester, OH and has over 5 years of experience in the finance industry.

2
John Vanweelden, financial advisor West Chester OH
John D. Vanweelden
CRD#: 4106093
8905 Cincinnati Dayton Rd, West Chester, OH 45069

John Vanweelden (CRD# 4106093) is an Investment Advisor Representative working at Vanweelden Wealth Management, LLC in West Chester, OH and has over 24 years 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.

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