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VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC

WAYNE, PA · CRD 287809 · IAPD ↗ · villanovainvestco.com · 267-923-0004

$143.9MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC reported RAUM up 26% ($114.0M -> $143.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
March 2025 — VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC (WAYNE, PA) is newly SEC-registered with $124.2M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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