NATIONAL WEALTH MANAGEMENT GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$534,944,698
Discretionary
$516,731,512
Non-discretionary
$18,213,186
Firm details
- CRD number
- 174883
- SEC file number
- 801-80983
- Main office
- CINCINNATI, OH, United States
- Employees
- 18
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.