NEW VERNON WEALTH MANAGEMENT LLC

799 Central Ave
Suite 350
Highland Park, Illinois 60035
Tel: 847-926-5700

About NEW VERNON WEALTH MANAGEMENT LLC

NEW VERNON WEALTH MANAGEMENT LLC, formally registered with the SEC as NEW VERNON WEALTH MANAGEMENT LLC. The firm was established in 01/01/2013. They have over 1 offices throughout the country.

NEW VERNON WEALTH MANAGEMENT LLC is a Highland Park, Illinois based Financial Planning firm with nearly $551,945,855 assets under management, offering retirement planning & investment advisory services to 404 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164775
SEC#	801-77619
Assets Managed by Firm	$551,945,855
No. of Clients	404
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	404	$551,945,855
Individuals (other than high net worth individuals)	96	$32,924,221
High net worth individuals	76	$519,021,634

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