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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-22-2019
- Office Locations
- 3
Office Locations
About VAN Nostrand Wealth Management LLC
Van Nostrand Wealth Management is an independent, fee-only RIA led by CFP® Mary Van Nostrand. The firm delivers personalized wealth management and financial planning for retirees and other individuals seeking a comprehensive, retirement-focused strategy, meeting clients in San Diego, Austin, or virtually nationwide. Portfolios are built primarily with ETFs and public funds, with no commissions or product sales; primary custody is Fidelity/NFS.
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Owner & Executives
MARY LYNN VAN NOSTRAND
Managing Member
- CRD
- #1300289
- Ownership
- 75% or more
Garrett Van Nostrand
Chief Compliance Officer, Partner
- CRD
- #7686578
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Grant Van Nostrand
Associate Financial Analyst
- CRD
- #7959850
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,060,938 | -- |
| Non-Discretionary | $0 | -- |
| Total | $60,060,938 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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