WAYNE FINANCIAL LLC

WAYNE FINANCIAL LLC is an SEC-registered investment adviser (CRD 335480). Regulatory assets under management: $16.0M.

Registration

• CRD: 335480
• Type: Registered investment adviser
• Phone: (513) 512-4719
• Latest filing: 2026-05-19
• Regulatory AUM: $16.0M
• Discretionary AUM: $16.0M
• Clients: 2
• Accounts: 59

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335480 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search