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| Nvest Wealth Strategies Inc
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|---|---|
| CRD # | 139758 |
| SEC # | 801-123479 |
| CIK # | 0002106942 |
| AUM | 236.7 M (2026-01-13) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 614-389-4646 |
| Address | 9757 Fairway Drive Powell, OH 43065 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002106942 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Union Pacific Corp | 3.1 | ||
| Nvidia Corp | 2.1 | ||
| PPG Industries Inc | 0.6 | ||
| Apple Inc | 0.5 | ||
| Hunt J B Transport Services Inc | 0.3 | ||
| Amazon Com Inc | 0.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 138 | 114.1 |
| (b) Individuals (high net worth individuals) | 47 | 121.4 |
| (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 | 2 | 1.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 640 | 236.7 |
| By Discretionary | ||
| Discretionary | 535 | 223.5 |
| Non-Discretionary | 105 | 13.2 |
| Total | 640 | 236.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 236.7 | |
| Total | 640 | 236.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002106942] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail, Research |
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