Overview
Assets Under Management: $1.0 billion
Headquarters: BLUE ASH, OH
High-Net-Worth Clients: 792
Average Client Assets: $0.8 million
Frequently Asked Questions
9258 WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #290693), 9258 WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
9258 WEALTH MANAGEMENT, LLC is headquartered in BLUE ASH, OH.
9258 WEALTH MANAGEMENT, LLC serves 792 high-net-worth clients according to their SEC filing dated May 03, 2024. View client details ↓
According to their SEC Form ADV, 9258 WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
9258 WEALTH MANAGEMENT, LLC manages $1.0 billion in client assets according to their SEC filing dated May 03, 2024.
According to their SEC Form ADV, 9258 WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 792
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.50%
Average Client Assets: $0.8 million
Total Client Accounts: 3,274
Discretionary Accounts: 3,098
Non-Discretionary Accounts: 176
Regulatory Filings
CRD Number: 290693
Filing ID: 1873769
Last Filing Date: 2024-05-03 09:13:00