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| Nvest Financial LLC
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| CRD # | 128868 |
| SEC # | 801-123374 |
| CIK # | 0001915315, 0001398400 |
| AUM | 688.3 M (2026-03-24) |
| Employees | 16 (31% Investors, 25% Brokers) |
| Phone | 207-985-8585 |
| Address | Two International Drive Portsmouth, NH 03801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.6 | ||
| Wal Mart Stores Inc | 7.3 | ||
| Alphabet Inc | 7.1 | ||
| Nvidia Corp | 6.8 | ||
| TJX Companies Inc /DE/ | 6.5 | ||
| J P Morgan Chase & Co | 5.8 | ||
| Amazon Com Inc | 5.6 | ||
| SPDR Gold Trust | 5.4 | ||
| FPL Group Inc | 4.9 | ||
| Microsoft Corp | 4.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 607 | 203.8 |
| (b) Individuals (high net worth individuals) | 192 | 467.7 |
| (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 | 0.5 |
| (h) Charitable organizations | 9 | 12.2 |
| (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 | 1 | 4.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,066 | 688.3 |
| By Discretionary | ||
| Discretionary | 2,066 | 688.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,066 | 688.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 688.3 | |
| Total | 2,066 | 688.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001398400] | |
| 13F-HR | [0001915315] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
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|---|---|---|
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