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

CINCINNATI WEALTH MANAGEMENT, INC.

Advisory

CINCINNATI, OH

Data as of Feb 5, 2026 · Source: SEC Form ADV

Average account

$377K

across 43 accounts

AUM per adviser

$16M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 5, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients13

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOH

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

13 clients

6 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in OH

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

$16M

MCLEAN FINANCIAL PLANNING AND INVESTMENT MANAGEMENT, INC.

$16M

RUSSO BRUCE EDWARD

$16M

KANU ASSET MANAGEMENT, LLC

$16M

BALSER WEALTH MANAGEMENT LLC

$16M

DIAMOND EQUITY ADVISORS, LLC

$16M

Get the full picture on CINCINNATI WEALTH MANAGEMENT, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CINCINNATI WEALTH MANAGEMENT, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans