SourcingSourcing

VANWEELDEN WEALTH MANAGEMENT, LLC

B55
CRD 290308·SEC 801-131024·WEST CHESTER TOWNSHIP, OH
AUM
$136.5M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$409K
@ 30% margin
Est. Deal Value
$3.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VANWEELDEN WEALTH MANAGEMENT, LLC
CRD
290308
SEC file #
801-131024
EIN
822913743
DBA names
—

Economics

AUM
$136.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$119.7M → $136.5M▲ +14%
Client mix
Individuals Other127
Individuals High Net Worth76

Operations

Employees (total)
6
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
3 advisors → 2 advisors▼ -33%
Primary office
WEST CHESTER TOWNSHIP OH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
facebook.com/vanweeldenfinancialgroup(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VANWEELDEN, JOHN, DOUGLAS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
VANWEELDEN, JOHN, DOUGLAS
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:vanweelden.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001740451
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-02-10
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001951757-26-000820

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3531
Soi Zip Pct 200k Plus
0.1193
Soi Zip Returns 200k Plus
3,200
Soi Zip Total AGI
3,031,113
Fdic Zip Total Deposits
35,959,453,000
Fdic Zip Branch Count
704
Fdic Zip Top Banks
Fifth Third Bank
U.S. Bank National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
8905 CINCINNATI DAYTON RDWEST CHESTER TOWNSHIP, OH 45069
Business
8905 CINCINNATI DAYTON RDWEST CHESTER TOWNSHIP, OH 45069
Edgar EIN
822913743
Edgar Recent Filings
13F-HR2026-05-12 · 0001951757-26-000820
13F-HR2026-02-02 · 0001951757-26-000335
Fdic Zip Branches Raw
Society National BankPisgah, OH
Great Lakes Bancorp, A FSBWest Chester, OH
Fdic Zip HHI
1009.25
Fdic Zip Top Bank Share Pct
18.82
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI69,552
Returns5,810
Stub 2
AGI185,224
Returns4,980
Stub 3
AGI234,664
Returns3,780
Soi Zip Total Business Income
96,028
Soi Zip Total Cap Gains
193,986
Soi Zip Total Dividends
69,050
Soi Zip Total Returns
26,820
Top Owner CRD
4106093
Trust Company Affiliate
No

People (3)

3
VANWEELDEN, JOHN, DOUGLAS
IAR · Direct Owner · 87.5%
4106093
BRITTANY SMITH
IAR
5436000
Arthur Brant Owens
IAR
2405056