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

DUNPHY WEALTH MANAGEMENT, INC.

Advisory

CINCINNATI, OH

Data as of May 6, 2026 · Source: SEC Form ADV

Average account
$124K
across 109 accounts
AUM per adviser
$7M
2 advisers

Source: SEC Form ADV. Figures as filed May 6, 2026.

Total AUM
$13M
Discretionary %
71.2%
Clients
46
Employees
2

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$13M
Discretionary AUM$10M
Non-Discretionary AUM$4M
Discretionary %71.2%
Total Clients46
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InKY, OH, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

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

MERITUM WEALTH MANAGEMENT LLC
$14M
JOSEPH S. DUKE
$14M
JDM INVESTMENT COUNSEL, LLC
COLUMBUS, OH
$13M
-91.9% 1Y
VICTORY FINANCIAL SERVICES LLC
MEDINA, OH
$14M
NIRVANA ANALYTICS, LLC
PEPPER PIKE, OH
$13M
GROSS INVESTMENTS LLC
VALLEY CITY, OH
$13M

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