Nuvern Wealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Nuvern Wealth Advisors LLC provides investment advisory, comprehensive financial planning, and retirement-plan consulting for investable assets of businesses, entities, and pooled vehicles, while also making standalone planning and consulting services available to individual investors. Its documented services include comprehensive financial planning, estate‑planning coordination (including use of the Trust & Will platform), investment management, college‑planning, and retirement plan analysis.
The firm constructs portfolios across equities, fixed income, mutual funds, ETFs and other instruments using both fundamental and technical analysis, and conducts ongoing monitoring with at least quarterly account reviews. Nuvern operates on a non‑discretionary basis—trades are executed only with client consent—and may recommend or engage registered third‑party portfolio managers or advisers as part of implementation.
Several features in the brochure are less common among peers: Nuvern offers no‑charge educational seminars and workshops with limited attendance, explicitly describes the selection and recommendation of other advisers, and makes hourly consulting and per‑plan engagements available for clients who do not custody assets with the firm. The brochure also discloses the firm’s use of a third‑party digital estate‑planning service, its decision not to participate in wrap‑fee or performance‑based programs, and its reliance on an independent custodian for trading and custody.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Active portfolio management
Options & derivatives strategies
Fee options
Flat fees for comprehensive financial plans: $5,250 (with estate plan), $4,250 (without estate plan), $2,250 (estate plan), $1,500 (investment or retirement plan), $1,200 (college savings plan). Annual retainer fee: $1,000/year billed quarterly.
$0 - $250,000: 1.0% $250,001 - $500,000: 0.75% $500,001 - $1,000,000: 0.50% $1,000,001+: 0.25%
$200 per hour for consulting services and assets held away advice.
Account minimum: $50,000 Fee-only: Advisory fees billed annually as percentage of AUM per tiered schedule; Flat fees for financial plans ranging from $1,200 to $5,250; Annual retainer fee of $1,000 for ongoing consultation if no assets held with Nuvern; Hourly consulting fees at $200/hour.
Main office location
Nuvern Wealth Advisors LLC
26 Broadway, Suite 934
New York NY 10004, United States
Number of offices
1
Most active in
Nuvern Wealth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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