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| National Wealth Management Group LLC
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|---|---|
| CRD # | 174883 |
| SEC # | 801-80983 |
| CIK # | 0001977723 |
| AUM | 534.9 M (2026-04-02) |
| Employees | 18 (100% Investors, 89% Brokers) |
| Fees | |
| Minimum | |
| Phone | 513-772-2592 |
| Address | 11260 Chester Road Cincinnati, OH 45246-0002 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 10.5 | |
| Apple Inc | 5.5 | |
| Lam Research Corp | 5.3 | |
| Micron Technology Inc | 4.7 | |
| SPDR Gold Trust | 4.0 | |
| Tesla Motors Inc | 3.8 | |
| Alphabet Inc | 3.5 | |
| Western Digital Corp | 3.2 | |
| Microsoft Corp | 3.1 | |
| Amazon Com Inc | 3.1 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,174 | 313.7 |
| (b) Individuals (high net worth individuals) | 134 | 215.5 |
| (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 | 0 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.1 |
| (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 | 6 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,741 | 534.9 |
| By Discretionary | ||
| Discretionary | 2,676 | 516.7 |
| Non-Discretionary | 65 | 18.2 |
| Total | 2,741 | 534.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 534.9 | |
| Total | 2,741 | 534.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001977723] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 18 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
|
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|
The Capital Advisory Group Advisory Services LLC
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New Capital Management LP
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|
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|
White Pine Investment Company
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|
Titan Retirement Advisors LLC
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|
Trinity Portfolio Advisors LLC
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