9258 WEALTH MANAGEMENT, LLC
  • 9258 WEALTH MANAGEMENT, LLC

Adviser Profile

As of Date 12/04/2024
Registration status Terminated
ADV Location BLUE ASH, OH, United States
Contact Info 513 xxxxxxx
Websites
AUM* 1,033,822,730 17%
of that, discretionary 994,625,609 17%
Number of Employees 18 20%
of those in investment advisory functions 10 11%
Private Fund GAV* 0
Avg Account Size 315,767 15%
% High Net Worth 24.21% -4%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

995M 853M 710M 568M 426M 284M 142M
2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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