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Nvest Advisors, LLC

Nvest Advisors, LLC. CRD 277064

Nvest Advisors, LLC logo

CRD: 277064

Nvest Advisors, LLC

Colorado Springs, CO, 80903
7192579301
nvestadvisors.com
$22.8M Total AUM
$17.3M Disc. AUM
-- 3Y CAGR
3 Employees
194 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Assetmark · Betterment · Charles Schwab & Company
Clients
Retail and Institutional
Platforms
VitalFocus +more
Established Date
09-29-2015
Office Locations
3

Office Locations

118 N Tejon ST Suite 305 Colorado Springs CO
-- Lakewood CO
-- LOS Fresnos TX

About Nvest Advisors, LLC

nVest Advisors is a family-owned, fee-only fiduciary RIA providing financial planning and ongoing advice for families, individuals, business owners, teachers, and pre-retirees across CO, TX, UT, and KS, plus nationwide virtually. The firm emphasizes retirement planning, tax planning, and debt solutions, with portfolios that lean heavily toward ETFs, and supports implementation on platforms including Charles Schwab and Betterment.

Team overview

-- AVG AGE
$7.6M AVG AUM / ADVISOR
$117.6K AVG AUM / CLIENT
5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Capital

Client Personas

Ridge insight Wave value Quantum

Custodian

Vertex foundation Oak wave Focus value Value pathway Vector vital Vector timber Ember Ember timber Zenith oak Matrix pathway

Investment Themes

Timber Radial beacon Zenith wave

Services

Focus Zenith eagle Beacon value Timber pathway Element Timber Frontier Timber fusion Pioneer eagle Prime

Technology

Legacy Quantum atlas Wave Optima Ember catalyst Quantum fusion Atlas Focus Vertex Peak

Owner & Executives

JEREMY TODD TORGERSON

JEREMY TODD TORGERSON

Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner

CRD
#5546264
Ownership
75% or more
(795) 809-4696
vertex.vertex@pioneercapital.com
in linkedin.com/in/pioneer-crest

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Contacts

M

Moises Garza Rodriguez

--

CRD
#7809286
(483) 785-7762
eagle.pathway@peakcapital.com
in linkedin.com/in/vector-quantum
J

Joshua David Torgerson

Chief Executive Officer

CRD
#7809785
(888) 742-9453
pioneer.beacon@momentumcapital.com
in linkedin.com/in/beacon-beacon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $17,321,242 --
Non-Discretionary $5,483,919 --
Total $22,805,161 --

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Separately Managed Accounts

Total SMA Asset: $22,805,161

$22.8M Total SMA
Equity - Exchange:
54.9%
Cash:
11.8%
Corporate - Investment Grade:
16.3%
Municipal Bonds:
17.0%
Asset class Assets Assets %
Equity - Exchange $3,785,409,387 54.9%
Cash $813,621,690 11.8%
Corporate - Investment Grade $1,123,901,148 16.3%
Municipal Bonds $1,172,166,840 17.0%
Total $6,895,099,065 100.0%

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