Falists
← Back to search

WYOMING WEALTH MANAGEMENT, LLC

CRD 306132

Visit website

504 WYOMING AVENUE, SECOND FLOOR, CINCINNATI, OH, 45215, United States

Phone

513-334-7334

Fax

513-821-4400

Registration

— (—)

Source

State registered

Total AUM

$41.0M

Discretionary AUM

$37.1M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-01-22

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals115$20.9M
High net worth individuals23$20.1M

All web addresses on file

Official SEC filing: View on IAPD