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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-03-2020
- Office Locations
- 2
Office Locations
About Incline Wealth
Incline Wealth is an Ohio-based RIA providing personalized financial planning and investment management for retirees and business owners/entrepreneurs, with a strong focus on retirement planning and ongoing plan updates as markets change. Portfolios are built primarily with ETFs/index-oriented allocation, emphasizing risk management and tax-efficient planning, and may incorporate estate, charitable, and insurance planning. Custodied at Charles Schwab.
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Owner & Executives
JOHN ROBERT BOVARD
Chief Compliance Officer, Owner, WEALTH ADVISOR
- CRD
- #5944770
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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PHILLIP WESTHOFF
Wealth Advisor
- CRD
- #5459645
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,720,018 | -- |
| Non-Discretionary | $31,131,454 | -- |
| Total | $97,851,472 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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