Sign in
Create a free account
FIFTH THIRD WEALTH ADVISORS LLC
CINCINNATI, OH
(513) 268-8380
SEC #801-122096Total AUM
$7.8B
Employees
83Clients
1,498Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
38 FOUNTAIN SQUARE PLAZA
CINCINNATI
OH 45263
United States
CINCINNATI
OH 45263
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
(513) 268-8380
Other Offices
12
Financials
Total AUM
$7.8B
Accounts
2,121Discretionary
$7.8B
Accounts
2,121Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
860AUM
$351.3M
HNW Individual Clients
566AUM
$3B
Pooled Vehicle Clients
3AUM
$3.4M
Pension/Profit Sharing Plan Clients
3AUM
$12.7M
Charitable Organization Clients
14AUM
$962.7M
Government Entity Clients
10AUM
$1.2B
Insurance Company Clients
1AUM
$107.7M
Corporation or Business Clients
41AUM
$2.2B
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.