RIA Intel›Advisers›Ohio›9258 WEALTH MANAGEMENT, LLC

9258 WEALTH MANAGEMENT, LLC

Advisory

N·BLUE ASH, OH

Data as of May 3, 2024 · Source: SEC Form ADV

Total AUM

$1.0B

1-Year AUM Growth

+17.1%

3-Year CAGR

+7.6%

Employees

10

Assets Under Management

Total AUM$1.0B

Discretionary AUM$995M

Non-Discretionary AUM$39M

Discretionary %96.2%

Total Clients—

Team

Total Employees10

Investment Advisers18

Employee Growth (1Y)+11.1%

Filing History

Total Filings on Record23

First FilingNov 14, 2017

Latest FilingMay 3, 2024

🔒 Full AUM trend chart and 23 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on 9258 WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.