ONGOING WEALTH MANAGEMENT

ONGOING WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 319325). Regulatory assets under management: $31.8M.

Registration

• CRD: 319325
• Type: Registered investment adviser
• Phone: 305-394-8863
• Latest filing: 2026-03-20
• Regulatory AUM: $31.8M
• Discretionary AUM: $31.1M
• Non-discretionary AUM: $692K
• Clients: 2
• Accounts: 269

Business model

Compensation: % of AUM, Hourly, Fixed, Performance, Other.

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 319325 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search