Overview
Assets Under Management: $188 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 6
Average Client Assets: $10.6 million
Frequently Asked Questions
BARNES DENNIG PRIVATE 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 #328496), BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC is headquartered in CINCINNATI, OH.
BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC serves 6 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC offers portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC manages $188 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.86%
Average Client Assets: $10.6 million
Total Client Accounts: 419
Discretionary Accounts: 383
Non-Discretionary Accounts: 36
Regulatory Filings
CRD Number: 328496
Filing ID: 2079056
Last Filing Date: 2026-03-24 15:45:54