CRD: 291688
Cincinnati Wealth Management, Inc.
Cincinnati, OH, 45206
5132359126
$16.2M Total AUM
$16.2M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-22-2018
- Office Locations
- 1
Office Locations
2161 ST James AVE Cincinnati OH
About Cincinnati Wealth Management, Inc.
Cincinnati Wealth Management, Inc. is a Cincinnati-based RIA. The firm has been operating for 8 years. Managing $16.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
65 AVG AGE
$16.2M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
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Asset Classes
Signal glacier Focus insight Wave
Client Personas
Glacier wave
Investment Themes
Harbor timber Radial
Investment Vehicles
Capital Capital delta
Platform
Beacon oak
Services
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Owner & Executives
RONALD LEE MAHORNEY
Chief Compliance Officer, President
- CRD
- #1790367
- Ownership
- 75% or more
(479) 685-2829
pathway.eagle@beaconcapital.com
in linkedin.com/in/signal-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,210,639 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,210,639 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,210,639
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $7,173,412,457 | 100.0% |
| Total | $7,173,412,457 | 100.0% |