RIA Intel›Advisers›Ohio›INCLINE WEALTH ADVISORS, LLC

INCLINE WEALTH ADVISORS, LLC

Advisory

OH

Data as of Feb 24, 2026 · Source: SEC Form ADV

Rank in OH

#606

of 748 advisers by AUM

Average account

$451K

across 217 accounts

AUM per adviser

$33M

3 advisers

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM

$98M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$98M

Discretionary AUM$67M

Non-Discretionary AUM$31M

Discretionary %68.2%

Total Clients217

Team

Total Employees4

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN, KY, LA, OH

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

217 clients

27 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.

MARKER FINANCIAL LLC

$98M

FAMILY FINANCIAL SERVICES, LLC

$98M

FAITH FINANCIAL ADVISORS, INC.

$97M

BUCKEYE FINANCIAL SOLUTIONS, INC.

$96M

FINANCIAL COUNSELING, INC.

$100M

LOGIX INVESTMENTS LLC

$100M

Get the full picture on INCLINE WEALTH ADVISORS, LLC

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

Create a free account →See plans