Active
NVEST WEALTH STRATEGIES, INC.
Investment Advice|POWELL, OH
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$201.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 191.5M |
| Non-Discretionary | 10.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 139758 |
| SEC Number | 801-123479 |
| Street Address | 9757 FAIRWAY DRIVE |
| Location | POWELL, OH 43065 |
| Country | United States |
| Phone | 614-389-4646 |
| Total Employees | 3 |
Client Count by Type (175 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 131 |
| High Net Worth Individual… | 44 |
Community Partners
CITY OF POWELL
COUNTY OF DELAWARE
TOWNSHIP OF BROWN
TOWNSHIP OF CONCORD
TOWNSHIP OF LIBERTY
TOWNSHIP OF ORANGE
TOWNSHIP OF OXFORD
TOWNSHIP OF TROY
VILLAGE OF ASHLEY
CITY OF POWELL
COUNTY OF DELAWARE
TOWNSHIP OF BROWN
TOWNSHIP OF CONCORD
TOWNSHIP OF LIBERTY
TOWNSHIP OF ORANGE
TOWNSHIP OF OXFORD
TOWNSHIP OF TROY
VILLAGE OF ASHLEY
CITY OF POWELL
COUNTY OF DELAWARE
TOWNSHIP OF BROWN
TOWNSHIP OF CONCORD
TOWNSHIP OF LIBERTY
TOWNSHIP OF ORANGE
TOWNSHIP OF OXFORD
TOWNSHIP OF TROY
VILLAGE OF ASHLEY
Municipal Government
9 Active
9
Organizations
ELM VALLEY JOINT FIRE DISTRICT
ELM VALLEY JOINT FIRE DISTRICT
ELM VALLEY JOINT FIRE DISTRICT
Special District
1 Active
1
Organizations
DELAWARE AREA CAREER CENTER
DELAWARE AREA CAREER CENTER
DELAWARE AREA CAREER CENTER
School District
1 Active
1
Organizations
1040 Global
2030 VAUGHN TRAVEL BASEBALL
2339C CLEVELAND INFLIGHT AIRCRAFT L
24-7 COMMITMENT
28676480 HEXION TOASTMASTERS
29 LENAPE LODGE
4-H CLUB OF DELAWARE COUNTY
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 HEART COUNSELOR
1040 Global
2030 VAUGHN TRAVEL BASEBALL
2339C CLEVELAND INFLIGHT AIRCRAFT L
24-7 COMMITMENT
28676480 HEXION TOASTMASTERS
29 LENAPE LODGE
4-H CLUB OF DELAWARE COUNTY
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 HEART COUNSELOR
1040 Global
2030 VAUGHN TRAVEL BASEBALL
2339C CLEVELAND INFLIGHT AIRCRAFT L
24-7 COMMITMENT
28676480 HEXION TOASTMASTERS
29 LENAPE LODGE
4-H CLUB OF DELAWARE COUNTY
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 HEART COUNSELOR
Nonprofit Organization
908 Active
908
Organizations
Community Partners61 organizations
CITY OF POWELL
Municipal Government·POWELL
TOWNSHIP OF BROWN
Municipal Government·DELAWARE
VILLAGE OF ASHLEY
Municipal Government·ASHLEY
ELM VALLEY JOINT FIRE DISTRICT
Special District·ASHLEY
1040 Global
Nonprofit Organization·Powell
2030 VAUGHN TRAVEL BASEBALL
Nonprofit Organization·ASHLEY
2339C CLEVELAND INFLIGHT AIRCRAFT L
Nonprofit Organization·Lewis Center
24-7 COMMITMENT
Nonprofit Organization·LEWIS CENTER
28676480 HEXION TOASTMASTERS
Nonprofit Organization·Delaware
29 LENAPE LODGE
Nonprofit Organization·delaware
4-H CLUB OF DELAWARE COUNTY
Nonprofit Organization·Delaware
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Delaware
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Delaware
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Delaware
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Delaware
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Lewis Center
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Delaware
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Delaware
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Delaware
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Delaware
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Powell
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ashley
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Delaware
4 HEART COUNSELOR
Nonprofit Organization·Powell
4 LEAF ROVER
Nonprofit Organization·POWELL
5KforJK Inc
Nonprofit Organization·Powell
614 COLORS & MINDS
Nonprofit Organization·Powell
AAPAR FOUNDATION
Nonprofit Organization·Delaware
ABUSE REFUGE INC
Nonprofit Organization·Lewis Center
A CHILD LIVES
Nonprofit Organization·DELAWARE
ACT OUT DELAWARE
Nonprofit Organization·Delaware
ACTS 17 28 MINISTRIES INC
Nonprofit Organization·DELAWARE
ADAPTIVE SPORTS CONNECTION
Nonprofit Organization·POWELL
A DAY AWAY INC
Nonprofit Organization·Powell
Adkins Family Charities
Nonprofit Organization·Lewis Center
ADVENT FOUNDATION
Nonprofit Organization·Lewis Center
AFFLUENT ADVANTAGE GROUP
Nonprofit Organization·Delaware
AGILITY ABILITY
Nonprofit Organization·DELAWARE
AGLOW INTERNATIONAL
Nonprofit Organization·Powell
AIRPORT GROUND TRANSPORTATION ASSN
Nonprofit Organization·POWELL
A KITTENS PLACE
Nonprofit Organization·Delaware
Alex Rezkalla Foundation
Nonprofit Organization·Powell
AL FALAH ISLAMIC CENTER
Nonprofit Organization·Lewis Center
ALPHA DELTA KAPPA SORORITY INC
Nonprofit Organization·Powell
ALPHA GROUP OF DELAWARE INC
Nonprofit Organization·DELAWARE
ALPHA SIGMA PHI FRATERNITY INC
Nonprofit Organization·Delaware
ALRAYYAN HUMANITARIAN RELIEF
Nonprofit Organization·Lewis Center
ALUM CREEK ELEMENTARY PARENT
Nonprofit Organization·LEWIS CENTER
ALUM CREEK SAILING ASSOCIATION
Nonprofit Organization·LEWIS CENTER
AMERICAN ACADEMY OF FAMILY PHYSICIANS
Nonprofit Organization·Delaware
AMERICAN ASSOCIATION FOR
Nonprofit Organization·LEWIS CENTER
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·Delaware
AMERICAN ASSOCIATION OF ZOO KEEPERS
Nonprofit Organization·Powell
AMERICAN CONCRETE PUMPING
Nonprofit Organization·LEWIS CENTER