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| National Wealth Management Group LLC
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|---|---|
| CRD # | 174883 |
| SEC # | 801-80983 |
| CIK # | 0001977723 |
| AUM | $534.9 M (2026-04-02) |
| Employees | 18 (100% Investors, 89% Brokers) |
| Phone | 513-772-2592 |
| Address | 11260 Chester Road Cincinnati, OH 45246-0002 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001977723 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 10.5 | ||
| Apple Inc | 5.5 | ||
| Lam Research Corp | 5.3 | ||
| Micron Technology Inc | 4.7 | ||
| SPDR Gold Trust | 4.0 | ||
| Tesla Motors Inc | 3.8 | ||
| Alphabet Inc | 3.5 | ||
| Western Digital Corp | 3.2 | ||
| Microsoft Corp | 3.1 | ||
| Amazon Com Inc | 3.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mountain Hill Investment Partners
✚
|
NJ | 0.5 |
|
The Capital Advisory Group Advisory Services LLC
✚
|
AZ | 0.5 |
|
Legacy Capital Group California Inc
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|
CA | 0.5 |
|
SPG Advisors LLC
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|
WA | 0.5 |
|
Financial Innovations LLC
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|
GA | 0.5 |
|
New Capital Management LP
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|
TX | 0.5 |
|
Consultiva Wealth Management Corp
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|
PR | 0.5 |
|
White Pine Investment Company
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|
MI | 0.5 |
|
Titan Retirement Advisors LLC
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|
TX | 0.5 |
|
Trinity Portfolio Advisors LLC
✚
|
TX | 0.5 |