NATIONAL WEALTH MANAGEMENT GROUP, LLC

RIASEC RegisteredEst. 2015

Total AUM

$535M

Discretionary

$517M

97% of AUM

Avg account

$195K

Accounts

2,741

Employees

Advisory reps

Firm details

Headquarters: CINCINNATI, Ohio
CRD number: 174883
Registered since: February 19, 2015
Website: nwmgadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals58.64%
HNWI40.28%
Corporations / Businesses0.83%
Charitable Organizations0.23%
Other Investment Advisers0.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

National Wealth Management Group, LLC is an independent registered investment adviser that began SEC registration in 2015 and is organized as a limited liability company owned by an individual. The firm serves both individual and institutional clients and positions itself as a capital allocator that uses third‑party managers for certain strategies. Advisory services listed on the firm’s filings include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting support, adviser selection, and educational seminars or workshops. Fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed‑fee engagements. The firm does not self‑identify as an active ESG investor.