9258 Wealth Management LLC
- Assets, Funds, Holdings
| Message |
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Happy Holidays!! thanks for using AUM13F!!
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| 9258 Wealth Management LLC
|
| CRD # | 290693 |
| SEC # | 801-112161 |
| CIK # | 0001766506 |
| AUM |
|
| Employees |
18 (56% Investors, 0% Brokers)
|
| Phone | 513-791-9258 |
| Address | 4420 Cooper Road
Blue Ash, OH 45242 |
| Source |
[IAPD]
[EDGAR]
[Website] [Twitter] [LinkedIn]
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Total AUM ($M)
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|
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| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
2,444
|
371.2 |
| (b) Individuals (high net worth individuals) |
792
|
635.9 |
| (c) Banking or thrift institutions |
2
|
2.8 |
| (d) Investment companies |
3
|
0.1 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
3 |
2.3 |
| (h) Charitable organizations |
12 |
8.4 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
16 |
13.2 |
| (n) Other |
0 |
0.0 |
| Total |
3,274 |
1,033.8 |
| By Discretionary |
| Discretionary |
3,098 |
994.6 |
| Non-Discretionary |
176 |
39.2 |
| Total |
3,274 |
1,033.8 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
1,033.8 |
| Total |
3,274 |
1,033.8 |
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