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VANWEELDEN WEALTH MANAGEMENT, LLC

WEST CHESTER TOWNSHIP, OH · CRD 290308 · IAPD ↗ · (513) 942-8961

$136.5MRegulatory AUM
2Advisory reps
6Employees
0Clients
11-25Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — VANWEELDEN WEALTH MANAGEMENT, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
March 2025 — VANWEELDEN WEALTH MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
September 2024 — VANWEELDEN WEALTH MANAGEMENT, LLC (WEST CHESTER TOWNSHIP, OH) is newly SEC-registered with $104.0M RAUM and 2 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.