Nvest Wealth Strategies, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Powell, OH. Its latest Form ADV filing, dated January 13, 2026, reports $237M in regulatory assets under management, 4 employees, and 640 accounts.
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.8% of total clients.
Top client categories% of clientsClients
1
Individuals
73.8%
138
2
HNWI
25.1%
47
3
Charitable
1.1%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$237Mas of January 13, 2026
Discretionary94.4%
$224M
94% of total RAUM94.4%
Non-discretionary5.6%
$13M
6% of total RAUM5.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$237M
Total Accounts640
10Y AUM Change+$84M (+54.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee47:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.