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

FERRARO WEALTH MANAGEMENT, LLC

Advisory

DUBLIN, OH

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

Rank in OH

#587

of 748 advisers by AUM

Average account

$389K

across 270 accounts

AUM per adviser

$105M

1 advisers

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

Total AUM

$105M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$105M

Discretionary AUM$105M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients94

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

94 clients

57 high-net-worth

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

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Advisers of similar size in OH

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

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$105M

WESTPOINT WEALTH MANAGEMENT, LLC

$106M

MEDIATE FINANCIAL INVESTMENT ADVISORY SERVICES, LLC

$106M

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