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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-18-1999
- Office Locations
- 3
Office Locations
About Antolino Wealth Advisors
AA Financial Advisors, LLC (Antolino) is a Columbus, OH fiduciary providing wealth planning and investment management for families, business owners, and associations/retirement plans. Services span comprehensive wealth management, financial planning, customized investments/portfolio construction, and insurance. Their process is anchored in proprietary frameworks (UltraVision System and “ABC’s of Cash Flow” asset-allocation approach) and portfolios may use vehicles such as ETFs and mutual funds. Custody includes Schwab.
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CRM
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Investment Vehicles
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Owner & Executives
RALPH ANTOLINO JR
Chief Compliance Officer, Principal
- CRD
- #1007885
- Ownership
- Less than 5%
JESSE A WOHL
Associate, President
- CRD
- #5952535
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Axel Agami Contreras
Advisor
- CRD
- #7260333
MAUREEN ELIZABETH ARMSTRONG
Financial Advisor, General Partner
- CRD
- #1911853
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,220,164,019 | $517,677 |
| Non-Discretionary | $198,404,736 | $431,315 |
| Total | $1,418,568,755 | $503,574 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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