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FERRARO WEALTH MANAGEMENT, LLC
CRD 308015
109 S. HIGH STREET, DUBLIN, OH, 43017, United States
Phone
614 783 1051
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$105.0M
Discretionary AUM
$105.0M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $15.3M |
| High net worth individuals | 57 | $89.7M |
| Charitable organizations | 1 | $48K |
Official SEC filing: View on IAPD