# NVEST Wealth Strategies

NVEST Wealth Strategies is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/nvest-wealth-strategies-inc.

## Regulatory record

- **CRD number:** 139758
- **SEC file number:** 801-123479
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/139758

## About

NVEST WEALTH STRATEGIES, INC. is an SEC-registered investment adviser in POWELL, OH, registered since 2022. The firm manages $237 million in assets, with $224 million on a discretionary basis. It employs 4 staff and 2 investment advisers.

## Related profiles

- [STEVEN H. LEWIS P.C.](https://altss.com/profile/steven-h-lewis-pc)
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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/nvest-wealth-strategies-inc

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