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VAN NOSTRAND WEALTH MANAGEMENT LLC
CRD 304200
11440 W BERNARDO CT, SUITE 204, SAN DIEGO, CA, 92127, United States
Phone
858-487-5195
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$60.1M
Discretionary AUM
$60.1M
Team
3 total employees; 3 advisory reps; 5 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $6.6M |
| High net worth individuals | 29 | $53.5M |
All web addresses on file
Official SEC filing: View on IAPD