THE BOTTOM LINE WEALTH MANAGEMENT LTD.

THE BOTTOM LINE WEALTH MANAGEMENT LTD. of TOLEDO, OH is an SEC-registered investment adviser (CRD 313232). Regulatory assets under management: $6.3M.

Registration

• CRD: 313232
• Type: Registered investment adviser
• Location: 2600 N. REYNOLDS ROAD, TOLEDO, OH, 43615
• Phone: 419-531-2414
• Latest filing: 2026-03-31
• Regulatory AUM: $6.3M
• Discretionary AUM: $6.3M
• Clients: 3
• Accounts: 250

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313232 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search