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TENACITY PRIVATE WEALTH LLC

Advisory

OH

Data as of Feb 23, 2026 · Source: SEC Form ADV

Average account
$166K
across 244 accounts
AUM per adviser
$20M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 23, 2026.

Total AUM
$41M
Discretionary %
100%
Clients
50
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$41M
Discretionary AUM$41M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients50
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH, 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.

THE ZAR FUND GROUP, LLC
CINCINNATI, OH
$41M
-61.7% 1Y
HOFFMAN INVESTMENT SERVICES, LLC
$41M
WELL SPENT LLC
$40M
GATEWAY FINANCIAL, LLC
NORTHFIELD, OH
$41M
SUSSEX INVESTMENTS, LTD.
BEACHWOOD, OH
$40M
-7.2% 1Y
HUFF WEALTH MANAGEMENT LLC
$41M

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