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THE BOTTOM LINE WEALTH MANAGEMENT LTD.
CRD 313232
2600 N. REYNOLDS ROAD, SUITE 103B, TOLEDO, OH, 43615, United States
Phone
419-531-2414
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$6.3M
Discretionary AUM
$6.3M
Team
3 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 250 | $6.3M |
All web addresses on file
Official SEC filing: View on IAPD