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| Keyboard |
| Center for Wealth Management LLC
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|---|---|
| CRD # | 171221 |
| SEC # | 801-112042 |
| CIK # | |
| AUM | 227.8 M (2026-05-07) |
| Employees | 5 (100% Investors, 20% Brokers) |
| Phone | 513-407-5430 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 588 | 135.2 |
| (b) Individuals (high net worth individuals) | 54 | 92.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 3 | 0.4 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,356 | 227.8 |
| By Discretionary | ||
| Discretionary | 1,330 | 222.1 |
| Non-Discretionary | 26 | 5.7 |
| Total | 1,356 | 227.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 227.8 | |
| Total | 1,356 | 227.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wealth Forward LLC
✚
|
ND | 228.1 M |
|
Cascade Wealth Advisors Inc
✚
|
WA | 228.1 M |
|
Beacon Financial Advisors Inc
✚
|
NY | 228.0 M |
|
Magnolia Capital Management Ltd
✚
|
NY | 227.7 M |
|
Commonwealth Financial Planners Inc
✚
|
GA | 227.6 M |
|
Pilotage Private Wealth AG
✚
|
227.6 M | |
|
MRP Capital Investments LLC
✚
|
GA | 227.6 M |
|
Podell Financial Group LLC
✚
|
NJ | 227.6 M |
|
Sandro Wealth Management LLC
✚
|
NJ | 227.6 M |
|
Approach Retirement Advisors LLC
✚
|
AL | 227.5 M |