New Vernon Wealth Management LLC
Legal Name: NEW VERNON WEALTH MANAGEMENT LLC
Full Contact Details
New Vernon Wealth Management LLC
799 CENTRAL AVE, SUITE 350, HIGHLAND PARK, IL
847-926-5700
847-926-5701
Other Info
New Vernon Wealth Management LLC, a DE Limited Liability Company, employs 12 individuals, 6 of whom are in advisory roles. The number of clients served is unspecified, but the firm's SEC status indicates approval and registration since Jan 1, 2013.
New Vernon Wealth Management
New Vernon Wealth Management is an SEC registered independent investment adviser and wealth manager - providing financial planning, investment management and global investing.
Direct Owners
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DANIEL MARK SHAPIRO
CEO/MANAGER, TRUSTEE OF DANIEL SHAPIRO GIFT TRUST, MEMBER owns more than 5% but less than 10%
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DANIEL SHAPIRO GIFT TRUST
MEMBER - TRUSTEE IS A CONTROL PERSON owns more than 5% but less than 10%
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GARY ALAN JUST
CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER owns less than 5%
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MANSOOR RAFIQ ZAKARIA
MEMBER owns more than 25% but less than 50%
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NV CAPITAL HOLDINGS II, LLC
MEMBER owns more than 25% but less than 50%
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STEVEN ARTHUR SHAPIRO
VICE PRESIDENT/CHIEF INVESTMENT OFFICER, TRUSTEE STEVEN SHAPIRO GIFT TRUST, MEMBER owns more than 5% but less than 10%
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STEVEN SHAPIRO GIFT TRUST
MEMBER - TRUSTEE IS A CONTROL PERSON owns more than 5% but less than 10%
Indirect Owners
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ARSHAD RAFIQ ZAKARIA
MEMBER owns more than 25% but less than 50%