NATIONAL WEALTH MANAGEMENT GROUP, LLC of CINCINNATI, OH is an SEC-registered investment adviser (CRD 174883). Regulatory assets under management: $534.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Vivienne Karin Schleu | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | — |
| Benjamin James Jones | MANAGING DIRECTOR AND CEO; MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR AND SENIOR COMPLIANCE OFFICER | — |
| Nancy Johnson Jones | CHIEF COMPLIANCE OFFICER | — |
| Gary Edward Mathews | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | — |
| MATHEWS GARY EDWARD | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER/ MEMBER; MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | — |
| SCHLEU VIVIENNE KARIN | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER / MEMBER; MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | — |
| JONES BENJAMIN JAMES | MANAGING DIRECTOR AND SENIOR COMPLIANCE OFFICER | — |