# Vanweelden Wealth Management, LLC

> 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.

- CRD: 290308
- Filed as: VANWEELDEN WEALTH MANAGEMENT, LLC
- Also doing business as: VANWEELDEN RETIREMENT ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Chester Township, OH
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290308
- AdvisorCensus page: https://advisorcensus.com/firm/vanweelden-wealth-management-llc-west-chester-township-oh-290308

## Quick answers

**How is Vanweelden Wealth Management, LLC compensated?**
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).

**How much does Vanweelden Wealth Management, LLC charge?**
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.

**Where is Vanweelden Wealth Management, LLC located?**
Vanweelden Wealth Management, LLC's principal office is in West Chester Township, OH, according to its Form ADV.

**Is Vanweelden Wealth Management, LLC registered with the SEC or a state?**
Vanweelden Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 290308.

**How much does Vanweelden Wealth Management, LLC manage?**
Vanweelden Wealth Management, LLC reports $136,480,000 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**How have Vanweelden Wealth Management, LLC's assets and staff changed since 2024?**
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.

**What types of clients does Vanweelden Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (127); high net worth individuals (76).

**Which custodians does Vanweelden Wealth Management, LLC use?**
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.

**Does Vanweelden Wealth Management, LLC report any disciplinary disclosures?**
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

**What changed in Vanweelden Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in FL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 2, 2026)

- Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

> 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.

- Hourly rate: up to $300 an hour (standalone financial planning services)

> VanWeelden Wealth offers standalone financial planning services either on an hourly or fixed fee basis. Hourly fees range up to $300 per hour.

- Flat fee: up to $25,000 (standalone financial planning services)

> Fixed fees range up to $25,000 per engagement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $136,480,000
- Discretionary: $136,480,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 127 | $55,656,000 |
| High net worth individuals | 76 | $80,824,000 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IN, KY, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [vanweeldengroup.com](https://vanweeldengroup.com)
- Facebook @VANWEELDENFINANCIALGROUP
- Pinterest @vanweeldengroup
- Instagram @realdealretirement
- LinkedIn @vanweelden-financial-group
- X @JDVanWeelden
- YouTube @vanweeldengroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $104,013,191 | 6 | August 12, 2024 |
| October 2025 | $119,677,336 | 7 | June 25, 2025 |
| October 2026 | $136,480,000 | 6 | March 18, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in FL.

### March 2026
- 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vanweelden Wealth Management, LLC (CRD 290308): Form ADV filing data as of October 2026.