Overview
Assets Under Management: $518 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 7
Average Client Assets: $56 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.81
Average High-Net-Worth Client Assets: $56 million
Total Client Accounts: 454
Discretionary Accounts: 452
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 105369
Filing ID: 1969682
Last Filing Date: 2025-03-28 08:10:00
Website: https://wealthp.com