# CASSADY SCHILLER WEALTH MANAGEMENT, LLC

CASSADY SCHILLER WEALTH MANAGEMENT, LLC of CINCINNATI, OH is an SEC-registered investment adviser.

## Registration

- CRD: 129113
- Type: SEC-registered investment adviser
- SEC file number: 801-110201
- Location: 4555 LAKE FOREST DRIVE, SUITE 410, CINCINNATI, OH, 45242
- Phone: 513-483-6652
- Latest filing: 2024-06-10
- Regulatory AUM: $517.4M
- Discretionary AUM: $478.9M
- Non-discretionary AUM: $38.5M
- Clients: 8
- Accounts: 900

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Clark Michael William | MANAGING MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER | Austin, TX |
| Clark Mic William | MANAGING MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER | Austin, TX |
| Clark William | MANAGING MEMBER, PRESIDENT; MANAGING MEMBER, PRESIDENT, CCO; MANAGING MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER | Austin, TX |
| CASSADY DAVID JOHN | MEMBER | — |
| SCHILLER ROBERT MATTHEW | MEMBER | — |
| LINGLER DAVID RUSSELL | MEMBER | — |
| STAUTBERG BRIAN CHRISTOPHER | MEMBER | — |
| EBERHART JOHN HEMP | MEMBER | — |
| EVANS SARA JANE | MEMBER | — |
| MCGRATH JAMES BARRY | MEMBER; MEMBER & CHIEF COMPLIANCE OFFICER | — |
| BUCHER HEATHER MARIE | MEMBER | — |
| WAMBAUGH MARC JAMES | CHIEF COMPLIANCE OFFICER | — |
| Rueger IV Harry | MEMBER | — |
| Ritze Lydia James | MEMBER | — |
| Austing Patricia Marie | MEMBER | — |
| WITHAM TIMOTHY JON | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129113/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129113/similar
- Related entities: https://search.stillhousedata.com/firm/129113/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129113

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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.