← Back to searchVisit website
BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC
CRD 328496 · SEC 801-130851
150 EAST 4TH STREET, THIRD FLOOR, CINCINNATI, OH, 45202, United States
Phone
(513) 241-8313
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$188.2M
Discretionary AUM
$183.3M
Team
7 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 185 | $119.9M |
| High net worth individuals | 6 | $63.7M |
| Corporations/business entities | 7 | $4.6M |
States served
CA, CO, GA, IN, KY, NY, NC, OH, PA, SC, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD