# NEW VERNON WEALTH MANAGEMENT LLC

NEW VERNON WEALTH MANAGEMENT LLC of HIGHLAND PARK, IL is an SEC-registered investment adviser.

## Registration

- CRD: 164775
- Type: SEC-registered investment adviser
- SEC file number: 801-77619
- Location: 799 CENTRAL AVE, SUITE 350, HIGHLAND PARK, IL, 60035
- Phone: 847-926-5700
- Latest filing: 2026-03-31
- Regulatory AUM: $781.0M
- Discretionary AUM: $781.0M
- Clients: 8
- Accounts: 443

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Steven Arthur Shapiro | MEMBER, MANAGER, CHIEF INVESTMENT OFFICER, TRUSTEE STEVEN SHAPIRO GIFT TRUST | Highland Park, IL |
| Arshad Rafiq Zakaria | MEMBER; MEMBER, MANAGER, CHAIRMAN OF BOARD | — |
| Daniel Mark Shapiro | MEMBER, MANAGER, TRUSTEE OF DANIEL SHAPIRO GIFT TRUST | — |
| Gary Alan Just | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | — |
| Mansoor Rafiq Zakaria | MEMBER, MANAGER | — |
| SHAPIRO DANIEL MARK | CEO/CHIEF COMPLIANCE OFFICER, TRUSTEE OF DANIEL SHAPIRO GIFT TRUST, MEMBER; CEO/MANAGER, TRUSTEE OF DANIEL SHAPIRO GIFT TRUST, MEMBER; MEMBER, MANAGER, TRUSTEE OF DANIEL SHAPIRO GIFT TRUST | — |
| SHAPIRO STEVEN ARTHUR | MEMBER, MANAGER, CHIEF INVESTMENT OFFICER, TRUSTEE STEVEN SHAPIRO GIFT TRUST; VICE PRESIDENT/CHIEF INVESTMENT OFFICER, TRUSTEE STEVEN SHAPIRO GIFT TRUST, MEMBER; VICE PRESIDENT/CHIEF INVESTMENT OFFICER, TRUSTEE STEVEN SHAPIRO GIFT TRUST, MEMBER, MANAGER | — |
| JUST GARY ALAN | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | — |
| ZAKARIA ARSHAD RAFIQ | MEMBER; MEMBER, MANAGER; MEMBER, MANAGER, CHAIRMAN OF BOARD | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164775/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164775/similar
- Related entities: https://search.stillhousedata.com/firm/164775/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164775

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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.