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NATIONAL WEALTH MANAGEMENT GROUP, LLC

dba NATIONAL WEALTH MANAGEMENT GROUP, LLC · CRD 174883 · Registered Investment Adviser

NATIONAL WEALTH MANAGEMENT GROUP, LLC is a Registered Investment Adviser headquartered in CINCINNATI, OH. The firm reports $534,944,698 in regulatory assets under management across 2,741 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$516,731,512
Non-discretionary$18,213,186
Total RAUM$534,944,698
Accounts2,741

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 174883. adviserinfo.sec.gov/firm/summary/174883.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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