CRD: 313232
THE Bottom Line Wealth Management Ltd.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-01-2019
- Office Locations
- 1
Office Locations
About THE Bottom Line Wealth Management Ltd.
The Bottom Line Wealth Management (Toledo, OH) pairs financial and tax-planning guidance with coaching programs for women investors and entrepreneurs focused on building wealth through real estate. Training is offered live and online and covers strategies such as wholesaling and credit management, with a community-led, investor-instructor model. The firm reports Charles Schwab custody and ETF-heavy SMA allocations for managed accounts.
Team overview
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Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Carleton Averill
Owner
- CRD
- --
- Ownership
- 75% or more
David W Hoobler
Chief Compliance Officer
- CRD
- #7074161
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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GYERAL L NICE
--
- CRD
- #7074171
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,250,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,250,000 | -- |
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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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