RIA Intel›Advisers›Ohio›WYOMING WEALTH MANAGEMENT, LLC

WYOMING WEALTH MANAGEMENT, LLC

Advisory

CINCINNATI, OH

Data as of Jan 22, 2026 · Source: SEC Form ADV

Average account
$186K
across 221 accounts
AUM per adviser
$41M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM
$41M
Discretionary %
90.4%
Clients
138
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$41M
Discretionary AUM$37M
Non-Discretionary AUM$4M
Discretionary %90.4%
Total Clients138
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN, KY, OH, 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.

HUFF WEALTH MANAGEMENT LLC
$41M
FAMILY FINANCIAL PLANNING, LLC
$41M
GATEWAY FINANCIAL, LLC
NORTHFIELD, OH
$41M
G. EARL MOWREY & CO., L.L.C.
YOUNGSTOWN, OH
$41M
-6.9% 1Y
TENACITY PRIVATE WEALTH LLC
$41M
THE ZAR FUND GROUP, LLC
CINCINNATI, OH
$41M
-61.7% 1Y

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