RIA Intel›Advisers›Ohio›ANFIELD WEALTH MANAGEMENT LLC

ANFIELD WEALTH MANAGEMENT LLC

Advisory

OH

Data as of Apr 20, 2026 · Source: SEC Form ADV

Average account

$307K

across 57 accounts

AUM per adviser

$18M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 20, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients35

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

35 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

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FSC ADVISORS LLC

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$17M

NICKELPLATE FINANCIAL LLC

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