{
  "crd_number": 290308,
  "slug": "vanweelden-wealth-management-llc-west-chester-township-oh-290308",
  "primary_business_name": "VANWEELDEN WEALTH MANAGEMENT, LLC",
  "legal_name": "VANWEELDEN WEALTH MANAGEMENT, LLC",
  "dbas": [
    "VANWEELDEN RETIREMENT ADVISORS"
  ],
  "city": "West Chester Township",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17140",
  "metro": {
    "cbsa_code": "17140",
    "common_name": "Cincinnati",
    "msa_name": "Cincinnati, OH-KY-IN",
    "path": "/advisors/oh/cincinnati"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-08-30",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-18",
  "carried_forward": false,
  "raum_total": 136480000.0,
  "raum_discretionary": 136480000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 55656000.0,
      "count": 127
    },
    "high_net_worth_individuals": {
      "raum": 80824000.0,
      "count": 76
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "IN",
    "KY",
    "OH",
    "TX"
  ],
  "websites": [
    "https://facebook.com/VANWEELDENFINANCIALGROUP",
    "https://in.pinterest.com/vanweeldengroup",
    "https://instagram.com/realdealretirement",
    "https://linkedin.com/company/vanweelden-financial-group",
    "https://vanweeldengroup.com",
    "https://x.com/JDVanWeelden",
    "https://youtube.com/@vanweeldengroup"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/290308",
  "city_as_filed": "WEST CHESTER TOWNSHIP",
  "url": "https://advisorcensus.com/firm/vanweelden-wealth-management-llc-west-chester-township-oh-290308",
  "display_name": "Vanweelden Wealth Management, LLC",
  "summary": "Vanweelden Wealth Management, LLC is an SEC-registered investment advisory firm in West Chester Township, OH, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.",
  "citation": "AdvisorCensus. Vanweelden Wealth Management, LLC (CRD 290308): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Vanweelden Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Vanweelden Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Vanweelden Wealth Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated February 2, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states); Hourly rate: up to $300 an hour (standalone financial planning services); Flat fee: up to $25,000 (standalone financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Vanweelden Wealth Management, LLC located?",
      "a": "Vanweelden Wealth Management, LLC's principal office is in West Chester Township, OH, according to its Form ADV."
    },
    {
      "q": "Is Vanweelden Wealth Management, LLC registered with the SEC or a state?",
      "a": "Vanweelden Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 290308."
    },
    {
      "q": "How much does Vanweelden Wealth Management, LLC manage?",
      "a": "Vanweelden Wealth Management, LLC reports $136,480,000 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary)."
    },
    {
      "q": "How have Vanweelden Wealth Management, LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Vanweelden Wealth Management, LLC: Regulatory assets under management: $104,013,191 in the October 2024 data and $136,480,000 in the October 2026 data, up 31%. Total employees: 6 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Vanweelden Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (127); high net worth individuals (76)."
    },
    {
      "q": "Which custodians does Vanweelden Wealth Management, LLC use?",
      "a": "Vanweelden Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Vanweelden Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/290308"
    },
    {
      "q": "What changed in Vanweelden Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Registered or notice-filed in FL."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 104013191.0,
      "total_employees": 6,
      "filing_date": "2024-08-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 119677336.0,
      "total_employees": 7,
      "filing_date": "2025-06-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 136480000.0,
      "total_employees": 6,
      "filing_date": "2026-03-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Registered or notice-filed in FL."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "No longer lists the business name Vanweelden Financial Group.",
        "Added the business name Vanweelden Retirement Advisors.",
        "Employees performing advisory functions went from 3 to 2.",
        "Regulatory assets under management went from $119,677,336 to $136,480,000 (+14%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 2, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: up to $300 an hour (standalone financial planning services)",
      "Flat fee: up to $25,000 (standalone financial planning services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Wealth management fees are based on the market value of assets under management at the end of the prior calendar quarter. Wealth management fees range up to 1.00% annually based on several factors",
          "Fees may be negotiable at the sole discretion of the Advisor.",
          "Hourly fees range up to $300 per hour. Fixed fees range up to $25,000 per engagement."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: up to $300 an hour (standalone financial planning services)"
        ],
        "quotes": [
          "VanWeelden Wealth offers standalone financial planning services either on an hourly or fixed fee basis. Hourly fees range up to $300 per hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $25,000 (standalone financial planning services)"
        ],
        "quotes": [
          "Fixed fees range up to $25,000 per engagement."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.0,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": null,
          "max": 300.0,
          "period": "hour",
          "service": "standalone financial planning services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 25000.0,
          "period": "one_time",
          "service": "standalone financial planning services"
        }
      ]
    },
    "quotes": [
      "Wealth management fees are based on the market value of assets under management at the end of the prior calendar quarter. Wealth management fees range up to 1.00% annually based on several factors",
      "Fees may be negotiable at the sole discretion of the Advisor.",
      "Hourly fees range up to $300 per hour. Fixed fees range up to $25,000 per engagement.",
      "VanWeelden Wealth offers standalone financial planning services either on an hourly or fixed fee basis. Hourly fees range up to $300 per hour.",
      "Fixed fees range up to $25,000 per engagement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/vanweelden-wealth-management-llc-west-chester-township-oh-290308.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 127,
      "fewer_than_5": false,
      "raum": 55656000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 76,
      "fewer_than_5": false,
      "raum": 80824000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/290308",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}