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⚲
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| New Vernon Wealth Management LLC
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|
|
|---|---|
| CRD # | 164775 |
| SEC # | 801-77619 |
| CIK # | |
| AUM | $781.0 M (2026-03-31) |
| Employees | 8 (62% Investors, 75% Brokers) |
| Phone | 847-926-5700 |
| Address | 799 Central Ave Highland Park, IL 60035 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 90 | 33.9 |
| (b) Individuals (high net worth individuals) | 97 | 747.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 443 | 781.0 |
| By Discretionary | ||
| Discretionary | 443 | 781.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 443 | 781.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 117.6 | |
| United States Persons | 663.4 | |
| Total | 443 | 781.0 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
New Vernon Wealth Management LLC
✚
|
IL | 0.8 |
|
New Vernon Investment Management LLC
✚
|
IL | 0.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
HOEY Investments Inc
✚
|
PA | 0.8 |
|
Investor's Fiduciary Advisor Network LLC
✚
|
0.8 | |
|
Sycamore Financial Group Inc
✚
|
IN | 0.8 |
|
Whelan Financial
✚
|
CA | 0.8 |
|
Wisdom Financial Services LLC
✚
|
IL | 0.8 |
|
BCM Advisors LLC
✚
|
LA | 0.8 |
|
Satis Asset Management Ltd
✚
|
0.8 | |
|
North Point Portfolio Managers Corporation
✚
|
OH | 0.8 |
|
Seabridge Investment Advisors LLC
✚
|
NJ | 0.8 |
|
Drucker Wealth 30 LLC
✚
|
0.8 |