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Nvest Wealth Strategies, Inc. (Delaware)


Nvest Wealth Strategies, Inc. is an adviser based in Delaware. It manages $40.95 million of regulatory assets for 215 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Florida and Ohio.

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Nvest Wealth Strategies provides portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Nvest Wealth Strategies: assets under management

The assets under management (AUM) of Nvest Wealth Strategies, Inc. is $40.95 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40.95 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $190.45 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Nvest Wealth Strategies, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Delaware

The principal office where Nvest Wealth Strategies, Inc. performs its advisory services is located at 2310 Home Road, Delaware, OH 43015, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 740-917-9234. The normal business hours are 9:00am to 4:30pm on Monday - Friday. You can find more information about the New York firm at www.nvestwealth.com.


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