NVEST WEALTH STRATEGIES, INC.

9757 Fairway Drive
Powell, Ohio 43065
Tel: 614-389-4646

About NVEST WEALTH STRATEGIES, INC.

NVEST WEALTH STRATEGIES, INC, formally registered with the SEC as NVEST WEALTH STRATEGIES, INC. The firm was established in 03/31/2022. They have over 1 offices throughout the country.

NVEST WEALTH STRATEGIES, INC. is a Powell, Ohio based Financial Planning firm with nearly $201,510,861 assets under management, offering retirement planning & investment advisory services to 597 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	139758
SEC#	801-123479
Assets Managed by Firm	$201,510,861
No. of Clients	597
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	597	$201,510,861
Individuals (other than high net worth individuals)	131	$79,117,107
High net worth individuals	44	$122,393,754

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