NVEST WEALTH STRATEGIES, INC. of POWELL, OH is an SEC-registered investment adviser (CRD 139758). Regulatory assets under management: $236.7M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Corporations.
| 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 | — |