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HORAN WEALTH, LLC
CINCINNATI, OH
513-745-0707
SEC #801-132367Total AUM
$1.5B
Employees
32Clients
1,436Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8044 MONTGOMERY RD,
STE 640
CINCINNATI
OH 45236
United States
STE 640
CINCINNATI
OH 45236
United States
Operating Hours
8:30-5:00
Monday - Friday
Monday - Friday
Phone
513-745-0707
Other Offices
2
Financials
Total AUM
$1.5B
Accounts
2,817Discretionary
$1.5B
Accounts
2,788Non-Discretionary
$9M
Accounts
29
Clients
Individual Clients
955AUM
$278M
HNW Individual Clients
453AUM
$1.1B
Pension/Profit Sharing Plan Clients
4AUM
$8M
Charitable Organization Clients
17AUM
$26M
Corporation or Business Clients
7AUM
$43M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ARAZCACOCTFLGAILINKSKYLAMAMDMEMIMOMTNCNJNYOHORPASCTNTXUTVAWAWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.