Fifth Third Wealth Advisors LLC

RIASEC Registered

Total AUM

$7.8B

Discretionary

$7.8B

100% of AUM

Avg account

$3.7M

Accounts

2,121

Employees

Advisory reps

Firm details

Headquarters: Cincinnati, Ohio
CRD number: 313015
Registered since: August 17, 2021
Website: www.53.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, FIFTH THIRD SECURITIES, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI38.15%
Corporations / Businesses28.24%
State / Municipal Government15.17%
Charitable Organizations12.34%
Individuals4.5%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Fifth Third Wealth Advisors LLC is a limited liability company that operates as a non‑independent retail RIA and describes itself as a capital allocator for both individual/family and institutional clients. The firm is registered with the SEC (registered in 2021). Its fee arrangements include percentage-of-AUM billing alongside fixed fees. Advisory services listed by the firm cover financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, publication of periodic investment commentary, and educational seminars or workshops. The firm also identifies as an active ESG investor.