RIA Intel›Advisers›Ohio›VILLE WEALTH MANAGEMENT LLC

VILLE WEALTH MANAGEMENT LLC

Advisory

Data as of Mar 6, 2026 · Source: SEC Form ADV

Average account

$265K

across 42 accounts

AUM per adviser

$11M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM

$11M

Discretionary %

100%

Clients

12

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$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients12

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH, TX

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

12 clients

2 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.

ASCEND WEALTH MANAGEMENT LLC

$11M

IDEAS IN FINANCE

$11M

KOEPF FINANCIAL GROUP L.L.C

$11M

DEEM ASSET MANAGEMENT, LLC

$11M

INTEGRATED FINANCIAL RESOURCES, INC.

TOLEDO, OH

$11M

0.0% 1Y

DONALD FELTY, LLC

$11M

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