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NATIONAL WEALTH MANAGEMENT GROUP, LLC
CRD 174883 · SEC 801-80983
11260 CHESTER ROAD, SUITE 250, CINCINNATI, OH, 45246-0002, United States
Phone
513-772-2592
Fax
513-772-0419
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$534.9M
Discretionary AUM
$516.7M
Team
18 total employees; 18 advisory reps; 18 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsHOURLY CONSULTING, RETAINER FEES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1174 | $313.7M |
| High net worth individuals | 134 | $215.5M |
| Corporations/business entities | 6 | $4.4M |
States served
VT, AL, AZ, CA, CO, DE, GA, IL, IN, KY, MD, MA, MI, NE, NV, NJ, NY, NC, OH, PA, SC, TN, UT, VA, WI, TX, NH, CT, FL
All web addresses on file
- https://www.linkedin.com/company/nwmgadvisors/
- https://www.linkedin.com/in/ben-nwmg/
- http://www.jimlewiswm.com
- HTTP://WWW.ALPINALPL.COM
- HTTPS://WWW.NWMGADVISORS.COM
- https://www.gerardiwealth.com/
- https://infinitewealthplanning.net/
- https://www.linkedin.com/company/infinite-wealth-planning-llc/
- https://www.linkedin.com/in/brent-gargano-cfp%C2%AE-2067b573/
- https://www.linkedin.com/in/markgargano/
- https://www.linkedin.com/in/vivienneschleucpa/
- https://www.linkedin.com/in/vincentpvaleriano/
Official SEC filing: View on IAPD