CINCINNATI WEALTH MANAGEMENT, INC.

CINCINNATI WEALTH MANAGEMENT, INC. of CINCINNATI, OH is an SEC-registered investment adviser (CRD 291688). Regulatory assets under management: $16.2M.

Registration

• CRD: 291688
• Type: Registered investment adviser
• Location: 2161 ST JAMES AVE, CINCINNATI, OH, 45206
• Phone: 513-235-9126
• Latest filing: 2026-02-05
• Regulatory AUM: $16.2M
• Discretionary AUM: $16.2M
• Clients: 1
• Accounts: 43

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291688 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search