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CENTER FOR WEALTH MANAGEMENT ADVISORY

CENTER FOR WEALTH MANAGEMENT LLC.

CRD 171221 · SEC 801-112042

Visit website

AZ, United States

Phone

(513) 407-5430

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$227.8M

Discretionary AUM

$222.1M

Team

5 total employees; 5 advisory reps; 3 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-07

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingHOURLY CONSULTING

Client types

TypeClientsAUM
Individuals588$135.2M
High net worth individuals54$92.1M
Business development companies3$438K
Charitable organizations1$40K

States served

AZ, GA, IN, KY, NC, OH, TX, FL

All web addresses on file

Official SEC filing: View on IAPD