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FIFTH THIRD WEALTH ADVISORS LLC
CRD 313015 · SEC 801-122096
38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH, 45263, United States
Phone
(513) 268-8380
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$7.80B
Discretionary AUM
$7.80B
Team
83 total employees; 58 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 860 | $351.3M |
| High net worth individuals | 566 | $2.98B |
| Pooled investment vehicles | 3 | $3.4M |
| Pension/profit sharing plans | 3 | $12.7M |
| Charitable organizations | 14 | $962.7M |
| State/municipal entities | 10 | $1.18B |
| Insurance companies | 1 | $107.7M |
| Corporations/business entities | 41 | $2.20B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD