Wealth Management Services Of Cincinnati, LLC (Fort Mitchell)

Wealth Management Services Of Cincinnati, LLC is a pension cosultant based in Fort Mitchell. It manages $11.02 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Kentucky and Ohio.

Wealth Management Services Of Cincinnati provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wealth Management Services Of Cincinnati: assets under management

The assets under management (AUM) of Wealth Management Services Of Cincinnati, LLC is $11.02 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $11.02 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $612.2 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wealth Management Services Of Cincinnati, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wealth Management Services Of Cincinnati, LLC

David Milton Garner has been acting as President since 1 Sep 2001. Donald Charles Fritz joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Milton Garner	President	1 Sep 2001	Other	3018177
Donald Charles Fritz	Member	1 Sep 2001	Other	4365607
Ted Joseph Funk	Member	1 Sep 2001	Other	3090212
Brian David Malthouse	Director	1 Sep 2001	Other	3090180
Thomas Shelley Moore	Member	1 Sep 2001	Other	3087519
Thomas Jay Ruberg	Member/director	1 Sep 2001	Other	4365614
Andrew James Vonlehman	Member/director	1 Sep 2001	Other	4365618
Mark William Weber	Member	1 Sep 2001	Other	3087527
Michael Earl Wilson	Member	1 Sep 2001	Other	4365622
Jeffrey Thomas Babiak	Director	1 Sep 2001	Other	3023836
Leisa Ann Malthouse	Member	1 Sep 2001	Other	4365627

Based in Fort Mitchell

The principal office where Wealth Management Services Of Cincinnati, LLC performs its advisory services is located at 250 Grandview Drive, Fort Mitchell, KY 41017, which is also the mailing address of the firm. An additional office of the firm is in Cincinnati, OH. It doesn’t run an office outside of the United States.