RIA IntelAdvisersCaliforniaVAN NOSTRAND WEALTH MANAGEMENT LLC

VAN NOSTRAND WEALTH MANAGEMENT LLC

Advisory

SAN DIEGO, CA

Data as of Apr 29, 2026 · Source: SEC Form ADV

Rank in CA
#3,261
of 5,480 advisers by AUM
Average account
$393K
across 153 accounts
AUM per adviser
$20M
3 advisers

Source: SEC Form ADV. Figures as filed Apr 29, 2026.

Total AUM
$60M
1-Year AUM Growth
3-Year CAGR
Employees
3
Assets Under Management
Total AUM$60M
Discretionary AUM$60M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients50
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

TMFS - FRESNO, LLC
FRESNO, CA
$60M
+27.7% 1Y
MD WEALTH PARTNERS INC.
WESTLAKE VILLAGE, CA
$60M
EMBARCADERO CAPITAL ADVISORS, INC.
LAGUNA HILLS, CA
$60M
BARDIN FINANCIAL SERVICES INC
JACKSON, CA
$60M
-27.3% 1Y
VELOCITY INVESTMENT PARTNERS, LLC
LOS GATOS, CA
$60M
FAIRWAY ASSET MANAGEMENT, INC.
SAN RAMON, CA
$60M

Get the full picture on VAN NOSTRAND WEALTH MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track VAN NOSTRAND WEALTH MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans