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Building 2TORCH WEALTH MANAGEMENT LLC

Map pinCINCINNATI, OH
Phone513-285-7080
NotebookSEC #801-78474
Total AUM
$264.8M
Employees
4
Clients
152

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4500 COOPER ROAD
SUITE 201
CINCINNATI
OH 45242
United States
Operating Hours
8:30 TO 4:30
Monday - Friday
Phone
513-285-7080

ReceiptFinancials

Total AUM
$264.8M
Accounts
371
Discretionary
$264.3M
Accounts
368
Non-Discretionary
$511.3K
Accounts
3

ContactClients

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Individual Clients
81
AUM
$30.1M
HNW Individual Clients
66
AUM
$225.4M
Pension/Profit Sharing Plan Clients
5
AUM
$9.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAKYNHOH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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