RIA Intel›Advisers›Ohio›NVEST WEALTH STRATEGIES, INC.

NVEST WEALTH STRATEGIES, INC.

Advisory

N·POWELL, OH

Data as of Jan 13, 2026 · Source: SEC Form ADV

Total AUM

$237M

1-Year AUM Growth

+23.9%

3-Year CAGR

+4.5%

Employees

2

Assets Under Management

Total AUM$237M

Discretionary AUM$224M

Non-Discretionary AUM$13M

Discretionary %94.4%

Total Clients187

Team

Total Employees2

Investment Advisers4

Employee Growth (1Y)—

Filing History

Total Filings on Record12

First FilingOct 14, 2008

Latest FilingJan 13, 2026

🔒 Full AUM trend chart and 12 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on NVEST WEALTH STRATEGIES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.