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NEW VERNON WEALTH MANAGEMENT LLC

HIGHLAND PARK, IL · CRD 164775 · IAPD ↗ · newvernonwealth.com · 847-926-5700

$781.0MRegulatory AUM
5Advisory reps
8Employees
0Clients
n/aPlanning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2024 — NEW VERNON WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($430.8M -> $551.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.