Falists
← Back to search

F2 WEALTH

F2 WEALTH LLC

CRD 323559

Visit website

9435 WATERSTONE BLVD SUITE 140-90, CINCINNATI, OH, 45249, United States

Phone

513-278-8064

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$20.3M

Discretionary AUM

$20.3M

Team

1 total employees; 1 advisory reps; 17 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals22$3.5M
High net worth individuals23$16.8M

All web addresses on file

Official SEC filing: View on IAPD