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THE BOTTOM LINE WEALTH MANAGEMENT LTD.

Advisory

TOLEDO, OH

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$25K

across 250 accounts

AUM per adviser

$3M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients250

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates In7 states

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

250 clients

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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ARTEMIS WEALTH ADVISORS LLC

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ZAK ADVISORY, LLC

ROCKY RIVER, OH

$6M

ORGANIC WEALTH, LLC

$6M

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