CRD: 290308
Vanweelden Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · Lincoln Financial · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-06-2017
- Office Locations
- 1
Office Locations
About Vanweelden Wealth Management, LLC
VanWeelden Retirement Advisors is an independent fiduciary firm in West Chester Township, OH focused on helping individuals and families navigate retirement. They deliver holistic retirement planning—integration of investment, tax, healthcare, and estate/legacy planning—built around lifetime income and asset preservation, with an emphasis on active risk mitigation and annual plan updates. Founder John D. VanWeelden is author of The Real Deal on Retirement and leads a strong client education program.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN DOUGLAS VANWEELDEN
Chief Compliance Officer, Founder, President
- CRD
- #4106093
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Arthur Brant Owens
Retirement Advisor
- CRD
- #2405056
BRITTANY SMITH
Client Service Advisor & Practice Manager
- CRD
- #5436000
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $136,480,000 | $234,905 |
| Non-Discretionary | $0 | -- |
| Total | $136,480,000 | $234,905 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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