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CINCINNATI WEALTH MANAGEMENT, INC.
CRD 291688
2161 ST JAMES AVE, CINCINNATI, OH, 45206, United States
Phone
513-235-9126
Fax
513-694-0474
Registration
— (—)
Source
State registered
Total AUM
$16.2M
Discretionary AUM
$16.2M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)FINANCIAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $1.8M |
| High net worth individuals | 6 | $14.4M |
All web addresses on file
Official SEC filing: View on IAPD