# THE BOTTOM LINE WEALTH MANAGEMENT LTD.

THE BOTTOM LINE WEALTH MANAGEMENT LTD. of TOLEDO, OH is an SEC-registered investment adviser.

## Registration

- CRD: 313232
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/313232/brochure
- Similar advisers: https://search.stillhousedata.com/firm/313232/similar
- Related entities: https://search.stillhousedata.com/firm/313232/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/313232

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.