F2 WEALTH

F2 WEALTH of CINCINNATI, OH is an SEC-registered investment adviser (CRD 323559). Regulatory assets under management: $20.3M.

Registration

• CRD: 323559
• Type: Registered investment adviser
• Location: 9435 WATERSTONE BLVD SUITE 140-90, CINCINNATI, OH, 45249
• Phone: 513-278-8064
• Latest filing: 2026-03-09
• Regulatory AUM: $20.3M
• Discretionary AUM: $20.3M
• Clients: 1
• Accounts: 106

Business model

Compensation: % of AUM, Hourly, Fixed.

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 323559 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search