ENTRYPOINT WEALTH MANAGEMENT

ENTRYPOINT WEALTH MANAGEMENT of CINCINNATI, OH is an SEC-registered investment adviser (CRD 310922). Regulatory assets under management: $21.5M.

Registration

• CRD: 310922
• Type: Registered investment adviser
• Location: 4030 SMITH ROAD, CINCINNATI, OH, 45209
• Phone: 859-203-1414
• Latest filing: 2026-03-27
• Regulatory AUM: $21.5M
• Discretionary AUM: $21.5M
• Clients: 1
• Accounts: 66

Business model

Compensation: % of AUM, Hourly, 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 310922 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search