VANWEELDEN WEALTH MANAGEMENT, LLC - Financial Advisor in Ohio, West Chester Township

Tel: (513) 942-8961 8905 Cincinnati Dayton Rd West Chester Township, Ohio 45069

About VANWEELDEN WEALTH MANAGEMENT, LLC

VANWEELDEN WEALTH MANAGEMENT, LLC is a West Chester Township, Ohio based financial advisory firm with nearly $119,677,336 in assets under management and provides investment advisory services for 530 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

290308

Firm SEC#:

801-131024

Assets Under Management:

$119,677,336

No. of Clients:

530

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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