# TORCH WEALTH MANAGEMENT LLC

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

## Registration

- CRD: 168815
- Type: SEC-registered investment adviser
- SEC file number: 801-78474
- Location: 4500 COOPER ROAD, SUITE 201, CINCINNATI, OH, 45242
- Phone: 513-285-7080
- Latest filing: 2019-03-05
- Regulatory AUM: $264.8M
- Discretionary AUM: $264.3M
- Non-discretionary AUM: $511K
- Clients: 4
- Accounts: 371

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| HABERER STEFAN MICHAEL | MEMBER/PRESIDENT | — |
| KELLER DAVID LEE | MEMBER, CHIEF INVESTMENT OFFICER | — |
| DAKE IRENE MCDONOUGH | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| DAYTER ELIZABETH A | MAMBER/DIRECTOR OF CLIENT SERVICES; MEMBER/DIRECTOR OF CLIENT SERVICES | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168815/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168815/similar
- Related entities: https://search.stillhousedata.com/firm/168815/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168815

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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.