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NEW VERNON WEALTH MANAGEMENT LLC
CRD 164775 · SEC 801-77619
799 CENTRAL AVE, SUITE 350, HIGHLAND PARK, IL, 60035, United States
Phone
847-926-5700
Fax
847-926-5702
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$781.0M
Discretionary AUM
$781.0M
Team
8 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 90 | $33.9M |
| High net worth individuals | 97 | $747.1M |
States served
CA, IL, NJ, NY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD