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DINERGY

DINERGY WEALTH MANAGEMENT, LLC

CRD 286403

Visit website

3700 PARK 42 DRIVE, SUITE 130A, CINCINNATI, OH, 45241-2081, United States

Phone

513-878-0200

Fax

513-904-4990

Registration

— (—)

Source

State registered

Total AUM

$29.1M

Discretionary AUM

$29.1M

Team

4 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees; Commissions

Org form

Limited Liability Company

Filing date

2026-04-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals88$29.1M

All web addresses on file

Official SEC filing: View on IAPD