Barnes Dennig Private Wealth Management, LLC
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 328496
- Registered since
- July 31, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals63.68%
- HNWI33.86%
- Corporations / Businesses2.46%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Barnes Dennig Private Wealth Management, LLC is an SEC-registered investment adviser organized as an LLC that serves individual, family and institutional clients on a fee‑based (percentage of AUM) model. Its advisory services include portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. The firm is identified as a capital allocator and reports an equities preference, with exchange‑traded equities listed as the most-used asset type. Industry affiliation with accounting professionals is noted in its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Public Funds/Mutual Funds28%
- Cash & Cash Equivalents9%
- State & Local Bonds1%
- Non-Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Feisal Malik
Chief Compliance OfficerCRD 2115832
Contacts
3 of 3
Ryan Lauer
Senior ManagerCRD 5889082
George Sparks
DirectorCRD 3142741
Andrew Bertke
DirectorCRD 3143337
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 136Active vs passive
$37.3M in ETFs
82%
$30.6M
11%
$6.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $3.7M | 4,913 | 9.85% |
Location
Cincinnati, OH
Hamilton
Location
Cincinnati, OH
Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 150 E 4th St
- Time zone
- ET (UTC-5)
- Office locations
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