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Building 29258 WEALTH MANAGEMENT, LLC

Map pinBLUE ASH, OH
Phone513-791-9258
NotebookSEC #801-112161
Total AUM
$1B
Employees
18
Clients
3,272

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4420 COOPER ROAD
SUITE 100
BLUE ASH
OH 45242
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
513-791-9258
Other Offices
1

ReceiptFinancials

Total AUM
$1B
Accounts
3,274
Discretionary
$994.6M
Accounts
3,098
Non-Discretionary
$39.2M
Accounts
176

ContactClients

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Individual Clients
2,444
AUM
$371.2M
HNW Individual Clients
792
AUM
$635.9M
Banking Clients
2
AUM
$2.8M
Investment Company Clients
3
AUM
$99.8K
Pension/Profit Sharing Plan Clients
3
AUM
$2.3M
Charitable Organization Clients
12
AUM
$8.4M
Corporation or Business Clients
16
AUM
$13.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAILINKYMIMNNCNYOHSCTNTXVAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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