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| Happy Holidays!! thanks for using AUM13F!! |
| New Vernon Wealth Management LLC
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| CRD # | 164775 |
| SEC # | 801-77619 |
| CIK # | |
| AUM | $627.9 M (2025-03-31) |
| Employees | 8 (62% Investors, 75% Brokers) |
| Phone | 847-926-5700 |
| Address | 799 Central Ave Highland Park, IL 60035 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 92 | 599.5 |
| (b) Individuals (high net worth individuals) | 89 | 28.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 416 | 627.9 |
| By Discretionary | ||
| Discretionary | 416 | 627.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 416 | 627.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 106.6 | |
| United States Persons | 521.3 | |
| Total | 416 | 627.9 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
New Vernon Wealth Management LLC
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|
IL | 0.6 |
|
New Vernon Investment Management LLC
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|
IL | 0.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wisdom Financial Services LLC
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|
IL | 0.6 |
|
Integris Wealth Management LLC
✚
|
CA | 0.6 |
|
Downtown Wealth Studios LLC
✚
|
FL | 0.6 |
|
Aberdeen Wealth Management LLC
✚
|
IL | 0.6 |
|
Service Academy Capital Management LLC
✚
|
TX | 0.6 |
|
Navista Wealth Management Inc
✚
|
MN | 0.6 |
|
West Branch Capital LLC
✚
|
MA | 0.6 |
|
Solidarity Wealth LLC
✚
|
UT | 0.6 |
|
Lifecycle Financial Planners Inc
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|
MI | 0.6 |
|
Schiavi & Company LLC
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|
DE | 0.6 |