VAN NOSTRAND WEALTH MANAGEMENT LLC

VAN NOSTRAND WEALTH MANAGEMENT LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 304200). Regulatory assets under management: $60.1M.

Registration

• CRD: 304200
• Type: Registered investment adviser
• Location: 11440 W BERNARDO CT, SAN DIEGO, CA, 92127
• Phone: 858-487-5195
• Latest filing: 2026-04-29
• Regulatory AUM: $60.1M
• Discretionary AUM: $60.1M
• Clients: 3
• Accounts: 153

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304200 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search