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John Douglas Vanweelden

VANWEELDEN WEALTH MANAGEMENT, LLC·WEST CHESTER TOWNSHIP, Ohio
Unclaimed Profile
8905 CINCINNATI DAYTON RD, WEST CHESTER TOWNSHIP, OH 45069CRD# 4106093Firm CRD# 290308
01

About

John Douglas Vanweelden is a registered financial advisor based in WEST CHESTER TOWNSHIP, Ohio, affiliated with VANWEELDEN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VANWEELDEN WEALTH MANAGEMENT, LLC
VANWEELDEN WEALTH MANAGEMENT, LLC
AUM
$104M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at VANWEELDEN WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4106093
Firm CRD# 290308
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Douglas Vanweelden offer?
John Douglas Vanweelden specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST CHESTER TOWNSHIP, Ohio for a consultation.
What are John Douglas Vanweelden's credentials?
John Douglas Vanweelden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Douglas Vanweelden located?
John Douglas Vanweelden is based in WEST CHESTER TOWNSHIP, Ohio, working with VANWEELDEN WEALTH MANAGEMENT, LLC. Their office serves clients in the WEST CHESTER TOWNSHIP metropolitan area and surrounding communities.
How does John Douglas Vanweelden charge for services?
John Douglas Vanweelden's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VANWEELDEN WEALTH MANAGEMENT, LLC?
VANWEELDEN WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $104M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
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Advisor Fees in OhioNational Fee Analysis
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