DUNPHY WEALTH MANAGEMENT, INC.

DUNPHY WEALTH MANAGEMENT, INC. of CINCINNATI, OH is an SEC-registered investment adviser (CRD 128622). Regulatory assets under management: $13.5M.

Registration

• CRD: 128622
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128622 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search