INCLINE WEALTH

INCLINE WEALTH is an SEC-registered investment adviser (CRD 306806). Regulatory assets under management: $97.9M.

Registration

• CRD: 306806
• Type: Registered investment adviser
• Phone: (513) 709-0004
• Latest filing: 2026-02-24
• Regulatory AUM: $97.9M
• Discretionary AUM: $66.7M
• Non-discretionary AUM: $31.1M
• Clients: 4
• Accounts: 217

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306806 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search