VanWeelden Wealth Management, LLC

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Client assets under management

$136,480,000

Clients

203

37% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$672,315

About

VanWeelden Wealth Management, LLC provides discretionary investment management and related financial planning services to individuals (including high-net-worth clients), trusts, and estates. The firm offers retirement account advice and may implement portfolios directly or by recommending unaffiliated Independent Managers as part of its service model.

The firm follows a primarily long-term investment approach while allowing for tactical adjustments, combining fundamental, technical, and cyclical analysis. Portfolios are structured using a stated "three-pronged" framework — cash and equivalents; shorter-term, income-oriented segments; and longer-term, growth-oriented segments — and the firm may incorporate third-party defensive tactical strategies when appropriate.

Distinctive features include an affiliated insurance agency (VanWeelden Group, LLC) whose licensed insurance professionals receive commissions for insurance sales that are separate from advisory fees, a relationship the brochure discloses as a potential conflict of interest. The firm also notes the use of client testimonials in its advertising (an uncommon practice among peers) and its lead advisor holds AIF and CAP designations and has published a book on retirement planning, which the brochure cites as an additional business activity.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Retirement income strategy Income planning Tax-loss harvesting Wealth management

Fee options

Fixed

Up to $25,000 per engagement for standalone financial planning services

Percentage

up to 1.00% annually (based on factors such as complexity, asset level, and relationship)

Commissions

Commissions earned separately by advisory persons on insurance products through affiliated insurance agency

Project-based

Up to $300 per hour for standalone financial planning services

Other

Fee-only: Wealth management services paid as a percentage of AUM; Financial planning fees charged hourly or fixed fee basis

Main office location

VanWeelden Wealth Management, LLC

8905 Cincinnati Dayton Rd

West Chester Township OH 45069, United States

Number of offices

Most active in

Florida · Indiana · Kentucky · Ohio · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website (513) 942-8961

Advisors at this firm

Arthur O

CFP®, Series 63, Series 65

West Chester Township, OH

VanWeelden Wealth Management, LLC

Arthur Owens is a CFP® professional with 31 years of experience in the financial services industry. He currently serves as an advisor at VanWeelden Wealth Management, LLC and has previously worked at Edward Jones and Concourse Financial Group Securities, Inc. Owens is also a licensed insurance agent involved in insurance sales and implementation. VanWeelden Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, and estates, including high-net-worth clients. The firm employs a long-term investment approach with tactical adjustments, using a three-pronged portfolio framework and incorporating third-party defensive strategies when appropriate.

Retirement income strategy Income planning Tax-loss harvesting Wealth management

John V

Series 63, Series 65

West Chester Township, OH

VanWeelden Wealth Management, LLC

John Vanweelden is a financial advisor at VanWeelden Wealth Management, LLC with 26 years of industry experience. He previously worked at SIGMA Financial Corporation and SPC for ten years each before founding his current firm in 2017. Outside of his advisory role, he is the CFO of VanWeelden Canine Coaching, LLC, a dog training business, and the owner of an educational book on retirement titled The Real Deal on Retirement. VanWeelden Wealth Management, LLC provides discretionary investment management and financial planning services to individuals, trusts, and estates, including high-net-worth clients. The firm employs a long-term investment strategy with tactical adjustments, using a three-pronged portfolio framework and may incorporate third-party defensive strategies as appropriate.

Retirement income strategy Income planning Tax-loss harvesting Wealth management

Brittany S

Series 66

West Chester Township, OH

VanWeelden Wealth Management, LLC

Brittany Smith is a financial advisor at VanWeelden Wealth Management, LLC with one year of experience at the firm and ten years previously at Wells Fargo Advisors, LLC. She holds the Series 66 designation. VanWeelden Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, and estates, including high-net-worth clients. The firm employs a primarily long-term investment approach with tactical adjustments and structures portfolios using a three-pronged framework of cash, income-oriented, and growth-oriented segments.

Retirement income strategy Income planning Tax-loss harvesting Wealth management

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