RIA Intel›Advisers›Ohio›ENTRYPOINT WEALTH MANAGEMENT, LLC

ENTRYPOINT WEALTH MANAGEMENT, LLC

Advisory

CINCINNATI, OH

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account
$326K
across 66 accounts
AUM per adviser
$22M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$22M
Discretionary %
100%
Clients
22
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$22M
Discretionary AUM$22M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients22
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

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

GURNEE GROUP, LLC
TOLEDO, OH
$22M
THE DAVENPORT FINANCIAL GROUP, INC.
DAYTON, OH
$22M
BAUER FINANCIAL SERVICES, INC.
$21M
VOLITION FINANCIAL NETWORK, LLC
CLEVELAND, OH
$22M
INVESTMENT ANALYTICS, LLC
CINCINNATI, OH
$22M
BELDEN FINANCIAL, LLC
CANTON, OH
$22M

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