NVEST WEALTH STRATEGIES, INC.

POWELL, Ohio·3 registered advisors·CRD# 139758
SEC# 801-1234790614-389-4646
01

Firm Overview

AUM
$174M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at NVEST WEALTH STRATEGIES, INC.

3 registered advisors
Jordan Arthur Ranly
POWELL, Ohio
Steven Gregory Henderly
POWELL, Ohio
William Gary Henderly
POWELL, Ohio
05

Office Locations

POWELL, Ohio
3 advisors

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Data sourced from SEC Form ADV filings. NVEST WEALTH STRATEGIES, INC. (CRD# 139758) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.