# NVEST WEALTH STRATEGIES, INC.

NVEST WEALTH STRATEGIES, INC. of POWELL, OH is an SEC-registered investment adviser.

## Registration

- CRD: 139758
- Type: SEC-registered investment adviser
- SEC file number: 801-123479
- Location: 9757 FAIRWAY DRIVE, POWELL, OH, 43065
- Phone: 614-389-4646
- Latest filing: 2026-01-13
- Regulatory AUM: $236.7M
- Discretionary AUM: $223.5M
- Non-discretionary AUM: $13.2M
- Clients: 4
- Accounts: 640

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Corporations

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| William Gary Henderly | FOUNDER/ PARTNER | — |
| Steven Gregory Henderly | PARTNER, CCO | — |
| Jordan Arthur Ranly | PARTNER | — |
| HENDERLY WILLIAM GARY | FOUNDER/ PARTNER; PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER; PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |
| HENDERLY STEVEN GREGORY | PARTNER, CCO | — |
| RANLY JORDAN ARTHUR | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/139758/brochure
- Similar advisers: https://search.stillhousedata.com/firm/139758/similar
- Related entities: https://search.stillhousedata.com/firm/139758/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/139758

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.