HIGHLAND PARK, ILCRD 164775Latest ADV March 31, 2026
New Vernon Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Highland Park, IL. Its latest Form ADV filing, dated March 31, 2026, reports $781M in regulatory assets under management, 8 employees, and 443 accounts.
Assets Under Management
$781M
Employees
8
Offices
--
Total Clients
187
Primary office
HIGHLAND PARK, IL
799 CENTRAL AVE, SUITE 350, HIGHLAND PARK, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.9% of total clients.
Top client categories% of clientsClients
1
HNWI
51.9%
97
2
Individuals
48.1%
90
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$781Mas of March 31, 2026
Discretionary100.0%
$781M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$781M
Total Accounts443
10Y AUM Change+$367M (+88.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee23:1
10Y Employee Change-3 (-27.3%)
* 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.