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| National Wealth Management Group LLC
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|
|
|---|---|
| CRD # | 174883 |
| SEC # | 801-80983 |
| CIK # | 0001977723 |
| AUM | $234.1 MM (2023-03-05) |
| Employees | 19 (89% Investors, 84% Brokers) |
| Phone | 513-772-2592 |
| Address | 11260 Chester Road Cincinnati, OH 45246-0002 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AMZN | 1,092,997.8 | 1.7 | |
| ABBV | 269,466.6 | 1.7 | |
| PG | 338,108.9 | 1.6 | |
| USO | 1.5 | ||
| GOOGL | 1,475,138.5 | 1.3 | |
| AAPL | 2,382,844.0 | 1.1 | |
| NVDA | 399,550.0 | 1.1 | |
| MSFT | 1,918,222.4 | 1.0 | |
| TSLA | 723,390.3 | 0.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,078 | 157.3 |
| (b) Individuals (high net worth individuals) | 75 | 76.5 |
| (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 | 2 | 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 | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,252 | 234.1 |
| By Discretionary | ||
| Discretionary | 2,250 | 234.1 |
| Non-Discretionary | 2 | 0.0 |
| Total | 2,252 | 234.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 234.1 | |
| Total | 2,252 | 234.1 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001977723] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Stolper Company LLC
✚
|
OK | 0.2 |
|
Bay Harbor Wealth Management LLC
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|
MD | 0.2 |
|
Wealth Quarterback LLC
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NJ | 0.2 |
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Rahlfs Capital LLC
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TX | 0.2 |
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Naples Asset Management Co LLC
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FL | 0.2 |
|
Optivise Advisory Services LLC
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TN | 0.2 |
|
Cypress Financial Planning LLC
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|
NJ | 0.2 |
|
Mattson Financial Services LLC
✚
|
MI | 0.2 |
|
Coulter & Justus Financial Services LLC
✚
|
TN | 0.2 |
|
Fireside Capital Advisors Inc
✚
|
TX | 0.2 |