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BOUTIQUE WEALTH ADVISORS LLC

Advisory

OH

Data as of Jun 26, 2026 · Source: SEC Form ADV

Average account
$155K
across 170 accounts
AUM per adviser
$26M
1 adviser

Source: SEC Form ADV. Figures as filed Jun 26, 2026.

Total AUM
$26M
Discretionary %
100%
Clients
38
Employees
1

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$26M
Discretionary AUM$26M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients38
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI, OH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

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

BUCKEYE ADVISORS,LLC
LORAIN, OH
$26M
-2.0% 1Y
DENNIS CAPITAL MANAGEMENT, L.L.C.
CINCINNATI, OH
$26M
-7.4% 1Y
WELSPIRE LLC
UPPER ARLINGTON, OH
$26M
LANDERNORTH ASSET MANAGEMENT, LLC
BEACHWOOD, OH
$26M
PRESTIGE WEALTH MANAGEMENT LLC
STRONGSVILLE, OH
$26M
WORLD CHOICE SECURITIES, INC.
COLUMBUS, OH
$27M

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