1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CASSADY SCHILLER WEALTH MANAGEMENT, LLC

Map pinCINCINNATI, OH
Phone513-483-6652
NotebookSEC #801-110201
Total AUM
$517.4M
Employees
8
Clients
307

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4555 LAKE FOREST DRIVE
SUITE 410
CINCINNATI
OH 45242
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
513-483-6652

ReceiptFinancials

Total AUM
$517.4M
Accounts
900
Discretionary
$478.9M
Accounts
865
Non-Discretionary
$38.5M
Accounts
35

ContactClients

View more in analytics →

Individual Clients
171
AUM
$53.3M
HNW Individual Clients
127
AUM
$457.8M
Pooled Vehicle Clients
2
AUM
$541.8K
Pension/Profit Sharing Plan Clients
1
AUM
$226.3K
Charitable Organization Clients
1
AUM
$133.7K
Corporation or Business Clients
5
AUM
$5.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISERS

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILINKYOHTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account