RIA Intel›Advisers›Ohio›BLACKSTONE WEALTH MANAGEMENT, INC.

BLACKSTONE WEALTH MANAGEMENT, INC.

Advisory

CANTON, OH

Data as of Mar 24, 2026 · Source: SEC Form ADV

Average account

$144K

across 319 accounts

AUM per adviser

$15M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$46M

Discretionary %

100%

Clients

182

Employees

3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$46M

Discretionary AUM$46M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients182

Team

Total Employees3

Investment Advisers3

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOH, WV

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

182 clients

7 high-net-worth

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.

PRIM ADVISORS INC

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RAPAPORT CAPITAL MANAGEMENT INC

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$46M

+21.2% 1Y

WEALTH TRANSITIONS, LLC

$46M

FORWARD THINKING WEALTH MANAGEMENT, LLC

$46M

TAYLOR FINANCIAL MANAGEMENT INC

BEXLEY, OH

$46M

CONCORDIA WEALTH PLANNING, LLC

$45M

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