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⚲
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| Center for Wealth Management LLC
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|
|---|---|
| CRD # | 171221 |
| SEC # | 801-112042 |
| CIK # | |
| AUM | $187.3 M (2025-03-20) |
| Employees | 6 (100% Investors, 33% Brokers) |
| Phone | 513-407-5430 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 524 | 96.6 |
| (b) Individuals (high net worth individuals) | 43 | 84.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 6.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 887 | 187.3 |
| By Discretionary | ||
| Discretionary | 880 | 183.5 |
| Non-Discretionary | 7 | 3.8 |
| Total | 887 | 187.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 187.3 | |
| Total | 887 | 187.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gates PASS Advisors LLC
✚
|
CA | 0.2 |
|
Weis Advisory LLC
✚
|
IA | 0.2 |
|
Premis Advisors LLC
✚
|
GA | 0.2 |
|
CH Douglas & Gray LLC
✚
|
IN | 0.2 |
|
MJR Financial LLC
✚
|
TX | 0.2 |
|
Herbert J SIMS Capital Management Inc
✚
|
CT | 0.2 |
|
Connected Wealth Solutions LLC
✚
|
OR | 0.2 |
|
Brightpath Wealth Planning LLC
✚
|
CA | 0.2 |
|
XO Capital LLC
✚
|
0.2 | |
|
Dominguez Wealth Management Solutions Inc
✚
|
VA | 0.2 |