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DUNPHY WEALTH MANAGEMENT, INC.
CRD 128622
1080 NIMITZVIEW DRIVE, SUITE 302, CINCINNATI, OH, 45230-4376, United States
Phone
513-232-6333
Fax
888-382-4648
Registration
— (—)
Source
State registered
Total AUM
$13.5M
Discretionary AUM
$9.6M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $2.8M |
| High net worth individuals | 20 | $10.7M |
All web addresses on file
Official SEC filing: View on IAPD