Van Nostrand Wealth Management Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 304200
· San Diego, CA
· www.youtube.com
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ADV data as of Apr 29, 2026
- Regulatory AUM
- $60.1M
- Discretionary
- $60.1M
- Clients
- 50
- Avg AUM / client
- $1.2M
- Accounts
- 153
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 21 | $6.6M | 11.0% |
| High net worth individuals | 29 | $53.5M | 89.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Garrett Van Nostrand | Registered representative | Feb 2023 (4y) | ||
| Grant Van Nostrand | Registered representative | Aug 2024 (2y) | ||
| Mary Lynn Van Nostrand | Registered representative | CFP | Jan 2025 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/29/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $57.8M (96% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 29, 2026.
View current Form ADV (SEC/IAPD) ↗