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MADISON WEALTH MANAGEMENT
CINCINNATI, OH
513-871-4555
SEC #801-60390Total AUM
$1.1B
Employees
29Clients
576Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7755 MONTGOMERY ROAD
SUITE 510
CINCINNATI
OH 45236
United States
SUITE 510
CINCINNATI
OH 45236
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
513-871-4555
Other Offices
2
Financials
Total AUM
$1.1B
Accounts
2,495Discretionary
$1.1B
Accounts
2,495Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
210AUM
$68.1M
HNW Individual Clients
316AUM
$948.7M
Pension/Profit Sharing Plan Clients
5AUM
$7.4M
Charitable Organization Clients
29AUM
$57M
Corporation or Business Clients
12AUM
$22.4M
Other Clients
4AUM
$20.3M
Description of Other Clients
PARTNERSHIPS
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACODCFLGAILINKYMDMINCNENHNYOHPASCTXUTVA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.