RIA Intel›Advisers›Ohio›BRASS TAX WEALTH MANAGEMENT, INC.

BRASS TAX WEALTH MANAGEMENT, INC.

Advisory

N·CINCINNATI, OH

Data as of Sep 23, 2024 · Source: SEC Form ADV

Total AUM
$860M
1-Year AUM Growth
+7.7%
3-Year CAGR
+10.6%
Employees
12
Assets Under Management
Total AUM$860M
Discretionary AUM$860M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients2,869
Team
Total Employees12
Investment Advisers29
Employee Growth (1Y)—
Filing History
Total Filings on Record23
First FilingJul 14, 2017
Latest FilingSep 23, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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