# 9258 WEALTH MANAGEMENT, LLC

9258 WEALTH MANAGEMENT, LLC of BLUE ASH, OH is an SEC-registered investment adviser.

## Registration

- CRD: 290693
- Type: SEC-registered investment adviser
- SEC file number: 801-112161
- Location: 4420 COOPER ROAD, SUITE 100, BLUE ASH, OH, 45242
- Phone: 513-791-9258
- Latest filing: 2024-05-03
- Regulatory AUM: $1.0B
- Discretionary AUM: $994.6M
- Non-discretionary AUM: $39.2M
- Clients: 18
- Accounts: 3,274

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| ARMSTRONG ANDY JOHN | CHIEF COMPLIANCE OFFICER | — |
| FISHBAUGH SHAWN LUTHER | CHIEF INVESTMENT OFFICER | — |
| LUNSFORD WALTER BISHOP | PRESIDENT, CEO, AND MANAGING PARTNER | — |
| TRANQUILLI MATTHEW RYAN | EVP, DIRECTOR OF RETAIL AND QUALIFIED PLAN OPERATIONS | — |
| Langefels Larry | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/290693/brochure
- Similar advisers: https://search.stillhousedata.com/firm/290693/similar
- Related entities: https://search.stillhousedata.com/firm/290693/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/290693

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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.