RIA Intel›Advisers›Ohio›WAYNE FINANCIAL LLC

WAYNE FINANCIAL LLC

Advisory

OH

Data as of May 19, 2026 · Source: SEC Form ADV

Average account
$271K
across 59 accounts
AUM per adviser
$8M
2 advisers

Source: SEC Form ADV. Figures as filed May 19, 2026.

Total AUM
$16M
Discretionary %
100%
Clients
16
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$16M
Discretionary AUM$16M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients16
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

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

BALSER WEALTH MANAGEMENT LLC
$16M
KANU ASSET MANAGEMENT, LLC
CINCINNATI, OH
$16M
MICHAEL PAUL O'CONNELL
$16M
ANGART & CO.
BEACHWOOD, OH
$16M
PAY IT FORWARD FINANCIAL PLANNING, LLC
$16M
CINCINNATI WEALTH MANAGEMENT, INC.
CINCINNATI, OH
$16M

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