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9258 WEALTH MANAGEMENT, LLC
9258 WEALTH MANAGEMENT, LLC (CRD# 290693) is an SEC-Registered Investment Advisor (RIA), headquartered in Blue Ash, OH. The SEC approved the firm to operate as an RIA in Dec 2017. In Oct 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $341.8 Million, and has discretion over 96% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
9258 WEALTH MANAGEMENT, LLC also reported in Oct 2018:
  • 5 employees, with 4 performing advisory functions.
  • A total of 2 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
9258 WEALTH MANAGEMENT, LLC has no disclosure events reported to the SEC at this time.
 

View 9258 WEALTH MANAGEMENT, LLC's most recent Form ADV filing
 


9258 WEALTH MANAGEMENT, LLC has Notice Filings with the following State Securities Authorities: FL-Jan 2018, IN-Jan 2018, KY-Jan 2018, NC-Jan 2018, OH-Dec 2017 , TX-Jan 2018

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.