WELL SPENT WEALTH PLANNING

WELL SPENT WEALTH PLANNING is an SEC-registered investment adviser (CRD 305032). Regulatory assets under management: $40.5M.

Registration

• CRD: 305032
• Type: Registered investment adviser
• Phone: 513-299-8444
• Latest filing: 2026-03-12
• Regulatory AUM: $40.5M
• Discretionary AUM: $40.5M
• Clients: 1
• Accounts: 241

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305032 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search