# DUNPHY WEALTH MANAGEMENT, INC.

DUNPHY WEALTH MANAGEMENT, INC. of CINCINNATI, OH is an SEC-registered investment adviser.

## Registration

- CRD: 128622
- Type: SEC-registered investment adviser
- Location: 1080 NIMITZVIEW DRIVE, CINCINNATI, OH, 45230-4376
- Phone: 513-232-6333
- Latest filing: 2026-05-06
- Regulatory AUM: $13.5M
- Discretionary AUM: $9.6M
- Non-discretionary AUM: $3.9M
- Clients: 2
- Accounts: 109

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128622/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128622/similar
- Related entities: https://search.stillhousedata.com/firm/128622/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128622

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.