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| Vanweelden Wealth Management LLC
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|---|---|
| CRD # | 290308 |
| SEC # | 801-131024 |
| CIK # | 0001740451 |
| AUM | 136.5 M (2026-03-18) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 513-942-8961 |
| Address | 8905 Cincinnati Dayton Rd West Chester Township, OH 45069 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sprott Physical Gold Trust | 1.9 | ||
| Procter & Gamble Co | 1.4 | ||
| Sprott Physical Silver Trust | 0.7 | ||
| Microsoft Corp | 0.6 | ||
| Apple Inc | 0.4 | ||
| Coca Cola Co | 0.3 | ||
| American Realty Capital Global Daily Net Asset Value Trust Inc | 0.3 | ||
| McDonalds Corp | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 127 | 55.7 |
| (b) Individuals (high net worth individuals) | 76 | 80.8 |
| (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 | 581 | 136.5 |
| By Discretionary | ||
| Discretionary | 581 | 136.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 581 | 136.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.5 | |
| Total | 581 | 136.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001740451] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
ORBA Wealth Advisors LLC
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|
IL | 136.9 M |
|
PVA Financial LLC
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|
136.9 M | |
|
Coordinated Capital Securities Inc
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WI | 136.8 M |
|
Norton Capital Management Inc
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VA | 136.6 M |
|
Bridgelight Capital LLC
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AZ | 136.4 M |
|
MFT Wealth Management Inc
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136.3 M | |
|
Waypoint Strategic Advisors LLC
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|
SC | 136.3 M |
|
Strategic Portfolio Solutions LLC
✚
|
TX | 136.2 M |
|
Fithian LLC
✚
|
NY | 136.2 M |
|
Capitol Family Office Inc
✚
|
OR | 136.1 M |