# VanWeelden Wealth Management

VanWeelden Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/vanweelden-financial-group

## Regulatory record

- **CRD number:** 290308
- **SEC file number:** 801-131024
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/290308

## About

VANWEELDEN WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in WEST CHESTER TOWNSHIP, OH, registered since 2024. The firm manages approximately $136 million in assets. It has 6 employees and 2 investment advisers.

## Questions

### How does VanWeelden source proprietary deal flow?

VanWeelden's deal flow is sourced through its network of client families, third-party co-investment platforms, and relationships with wealth advisors. The firm does not have a public track record of sourcing from its own balance sheet, as it operates as a pure advisor rather than a direct investor.

### Does VanWeelden participate in fund commitments or only direct deals?

The firm allocates client assets across both fund investments (including mutual funds, ETFs, and private funds) and direct co-investments. Its model is flexible and customized per client mandate.

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Last updated: 2026-07-06T01:24:28.067Z

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