Nvest Wealth Strategies provides financial planning, portfolio management for individuals and small businesses, and publishing newsletters. Financial planning was provided to 101–250 clients last fiscal year.
Nvest Wealth Strategies reports 187 clients. They include 138 individual clients, 47 high-net-worth individuals and 2 charitable organizations. Of its assets, 94.4% ($224M across 535 accounts) are managed with discretion; $13.2M across 105 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 74% | 48% |
| High-net-worth individuals | 25% | 51% |
| Charitable organizations | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 138 | $114M | 48.2% | $827K |
| High-net-worth individuals | 47 | $121M | 51.3% | $2.58M |
| Charitable organizations | 2 | $1.2M | 0.5% | $598K |
| Total | 187 | $237M | 100% | $1.27M |
- Clients
- 138
- Regulatory AUM
- $114M
- AUM share
- 48.2%
- Avg. per client
- $827K
- Clients
- 47
- Regulatory AUM
- $121M
- AUM share
- 51.3%
- Avg. per client
- $2.58M
- Clients
- 2
- Regulatory AUM
- $1.2M
- AUM share
- 0.5%
- Avg. per client
- $598K
Total
- Clients
- 187
- Regulatory AUM
- $237M
- AUM share
- 100%
- Avg. per client
- $1.27M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Nvest Wealth Strategies charges 0.20%–1.00% a year for its Investment management. The fee is billed in advance and is not negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Consulting
- Consulting for investment review or planning is billed hourly at $50 to $200 per hour, as quoted before work begins.
Steven Henderly owns 50% to 75% of Nvest Wealth Strategies. It has 4 employees, 2 of them in advisory roles.
Leadership
William HenderlyFounder/ Partner
Steven HenderlyPartner, CCO
Jordan RanlyPartner
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 2 in advisory functions
- Owns 50% to 75% of Nvest Wealth Strategies, Inc.
Steven Henderly
Control person · since January 2017
- Owns 25% to 50% of Nvest Wealth Strategies, Inc.
Jordan Ranly
Control person · since January 2024
- Owns 10% to 25% of Nvest Wealth Strategies, Inc.
William Henderly
Control person · since February 2006
Nvest Wealth Strategies’ regulatory assets grew 1.5× from $153M (March 2022) to $237M (January 2026); clients rose from 175 to 187 and employees from 2 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $237M | 187 | 4 | 1 |
| January 2025 | $202M | 175 | 3 | 1 |
| January 2024 | $174M | 168 | 3 | 1 |
| February 2023 | $140M | 158 | 3 | 1 |
| March 2022 | $153M | 175 | 2 | 1 |
Besides its headquarters, Nvest Wealth Strategies has 0 offices, with 1 listed address in Ohio.
Ohio · 1 listed address
- 9757 Fairway Drive, PowellHQ
Contact and registration details
- Legal name
- Nvest Wealth Strategies, Inc.
- Headquarters
- 9757 Fairway Drive, Powell, OH 43065
- Website
- nvestwealth.com
- Phone
- 614-389-4646
- @nvest-wealth-strategies-inc.
- SEC file
- 801-123479
- Founded
- 2006
- Structure
- Ohio corporation
- Fiscal year end
- December
Nvest Wealth Strategies uses Charles Schwab ($237M) as custodian for its separately managed accounts. Nvest Wealth Strategies does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $237M100%
At year end, Nvest Wealth Strategies’ separately managed accounts were mostly in stocks (53%) and funds (45%). Its reported 13F holdings for the quarter ended 30 June 2026 total $160M across 353 positions; the largest are John Hancock Exchange Traded (19.8%), Schwab Strategic TR (13.1%) and 2023 ETF Series Trust (8.6%).
What the accounts hold
- Stocks53%
- Funds45%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash1%
Reported 13F holdings
- $160M
- Reported 13F value
- 353
- Positions
- 77.5%
- In the 10 largest
- +12.0%
- Value vs. prior quarter
- John Hancock Exchange Traded · Multifactor MI19.8%
- Schwab Strategic TR · US Lcap GR ETF13.1%
- 2023 ETF Series Trust · Brandes Intl ETF8.6%
- American Centy ETF TR · US Sml CP Valu7.8%
- First TR Exchange-traded FD · NO Amer Energy5.7%
- Wisdomtree TR · US Qtly Div Grt5.3%
- SPDR Series Trust · ST Str Sp600grwo5.3%
- Wisdomtree TR · Japn Hedge EQT4.2%
- Invesco Exchange Traded FD T · S&P500 Eql Wgt3.8%
- Harbor ETF Trust · Comm All Wea ETF3.8%
Together, the ten largest are 77.5% of reported value.
How many clients does Nvest Wealth Strategies have?
Nvest Wealth Strategies has 187 clients and manages $237 million for them, as of January 2026. They include 138 individual clients, 47 high-net-worth individuals and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 January 2026
What services does Nvest Wealth Strategies offer?
Nvest Wealth Strategies provides financial planning, portfolio management for individuals and small businesses, and publishing newsletters.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Nvest Wealth Strategies charge?
Nvest Wealth Strategies charges 0.20%–1.00% a year for its Investment management. The fee is billed in advance and is not negotiable.
Source: NWS ADV PART 2A2B BROCHURE (SEC 1.31.2026), filed 13 January 2026
Which custodians does Nvest Wealth Strategies use?
Nvest Wealth Strategies’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $237M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 January 2026
How many financial advisors does Nvest Wealth Strategies have?
Nvest Wealth Strategies has 0 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Nvest Wealth Strategies invest in?
At the end of its last fiscal year, Nvest Wealth Strategies’ separately managed accounts held 53% exchange-traded equities, 45% registered funds (mutual funds, ETFs, BDCs), 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Nvest Wealth Strategies?
Nvest Wealth Strategies’ direct owners are William Henderly (10% to 25%), Steven Henderly (50% to 75%) and Jordan Ranly (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 13 January 2026
How does Nvest Wealth Strategies get paid?
Nvest Wealth Strategies is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Nvest Wealth Strategies?
Nvest Wealth Strategies’ main office is at 9757 Fairway Drive, Powell, OH 43065. Its phone number is 614-389-4646. Its website is nvestwealth.com.