9258 Wealth Management LLC

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CAFR Data
9258 Wealth Management LLC
CRD #290693
SEC #801-112161
CIK #
AUM $529.0 MM (97% Disc, 100% US, 2020-03-27)
Employees15 (73% Investors, 0% Brokers)
Phone513-791-9258
Address4420 Cooper Road
Blue Ash, OH 45242
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($MM)
53042431821210602010201320172021
Comparable Firms State AUM ($BB)
Boyer & Corporon Wealth Management LLC
KS 0.5
SCS Resources Inc
CA 0.5
GILL Capital Partners LLC
CO 0.5
Everhart Financial Group Inc
OH 0.5
Virtue Capital Management LLC
TN 0.5
KPP Advisory Services LLC
KY 0.5
DB Fitzpatrick & Co Inc
ID 0.5
Wade Financial Advisory Inc
CA 0.5
Regency Investment Advisors Inc
CA 0.5
MBS Financial Planning Services Inc
OH 0.5
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