WEST CHESTER TOWNSHIP, OHCRD 290308Latest ADV March 18, 2026
Vanweelden Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Chester Township, OH. Its latest Form ADV filing, dated March 18, 2026, reports $136M in regulatory assets under management, 6 employees, and 581 accounts.
Assets Under Management
$136M
Employees
6
Offices
--
Total Clients
203
Primary office
WEST CHESTER TOWNSHIP, OH
8905 CINCINNATI DAYTON RD, WEST CHESTER TOWNSHIP, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.6% of total clients.
Top client categories% of clientsClients
1
Individuals
62.6%
127
2
HNWI
37.4%
76
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$136Mas of March 18, 2026
Discretionary100.0%
$136M
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$136M
Total Accounts581
10Y AUM Change+$32M (+31.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee34:1
10Y Employee Change0 (0.0%)
* 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.