# BRASS TAX WEALTH MANAGEMENT, INC.

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

## Registration

- CRD: 285249
- Type: SEC-registered investment adviser
- SEC file number: 801-111006
- Location: 4755 CORNELL ROAD, SUITE 102A, CINCINNATI, OH, 45241
- Phone: 513-605-3394
- Latest filing: 2025-03-31
- Regulatory AUM: $860.2M
- Discretionary AUM: $860.2M
- Clients: 29
- Accounts: 2,872

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Nicholas N Schulte | CHIEF COMPLIANCE OFFICER | — |
| Leah Christine Schulte | OWNER | — |
| SCHULTE NICHOLAS N | CHIEF COMPLIANCE OFFICER | — |
| SCHULTE LEAH CHRISTINE | OWNER | — |


## Branch offices (10)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| ZIONSVILLE | IN | 3 | 317-852-7000 |
| ZIONSVILLE | IN | 3 | 317-852-7000 |
| DUBLIN | OH | 2 | 614-390-8830 |
| DUBLIN | OH | 2 | 614-390-8830 |
| — | — | 1 | (317) 432-1119 |
| — | — | 1 | (317) 432-1119 |
| MIAMISBURG | OH | 1 | 937-847-6958 |
| MIAMISBURG | OH | 1 | 937-847-6958 |
| WESTERVILLE | OH | 1 | (614) 901-7100 |
| WESTERVILLE | OH | 1 | (614) 901-7100 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285249/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285249/similar
- Related entities: https://search.stillhousedata.com/firm/285249/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285249

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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.