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VanWeelden Retirement Advisors

EST. AUM
$136,480,000

CONTACTS

CLIENT ACCOUNTS
581

Firm Details

Metro area Cincinnati
CRD Number 290308
Website vanweeldengroup.com
Client types

Overview

VanWeelden Wealth Management, LLC, operating publicly as VanWeelden Retirement Advisors, is an SEC-registered RIA based in West Chester Township, Ohio. The firm focuses on retirement-centered wealth management for individuals, families, and high-net-worth clients. Its services include financial planning, retirement income planning, investment planning, tax-aware planning, healthcare planning, estate and legacy planning, and portfolio management. The firm emphasizes holistic retirement planning rather than product-led recommendations, and its website highlights fiduciary advice, personalized planning, and active risk mitigation. Client accounts are custodied through Charles Schwab, while Envestnet supports access to third-party managers and investment instruments.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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