AdvisorOS Directory
Claim Profile
Unclaimed Profile
ME

Matthew David Eltringham

ELTRINGHAM WEALTH PARTNERS, LLC·BLUE ASH, Ohio
SIE, Series 7, Series 66Clean record11 years registeredELTRINGHAM WEALTH PARTNERS, LLC
4755 LAKE FOREST DRIVE, BLUE ASH, OH 45212CRD# 6484148Firm CRD# 298885

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew David Eltringham · BLUE ASH, OH
Registration
CRD #6484148 · ELTRINGHAM WEALTH PARTNERS, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

BENCHMARK WEALTH MANAGEMENT
Oct 2018 – present
BENCHMARK INVESTMENT ADVISORS LLC
Jul 2018 – Oct 2018
Loveland, OH
WEALTHQUEST CORPORATION
Jan 2017 – Jul 2018
Chicago, IL
FIFTH THIRD SECURITIES, INC.
Jul 2015 – Jan 2017
CHICAGO, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · July 7, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ELTRINGHAM WEALTH PARTNERS, LLC
CRD 298885 · SEC 801-130610
AUM
$121M
Regulatory assets under management
Employees
5
284 client accounts
Services offered by ELTRINGHAM WEALTH PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ELTRINGHAM WEALTH PARTNERS, LLC →
Introduction

Speak with Matthew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Matthew is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BLUE ASH?

Browse all registered financial advisors in BLUE ASH, Ohio or claim this profile if it's yours.

Browse BLUE ASH AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Matthew David Eltringham offer?
Matthew David Eltringham specializes in Financial Planning, Investment Management. Contact their office in BLUE ASH, Ohio for a consultation.
What are Matthew David Eltringham's credentials?
Matthew David Eltringham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew David Eltringham located?
Matthew David Eltringham is based in BLUE ASH, Ohio, working with ELTRINGHAM WEALTH PARTNERS, LLC. Their office serves clients in the BLUE ASH metropolitan area and surrounding communities.
How does Matthew David Eltringham charge for services?
Matthew David Eltringham's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELTRINGHAM WEALTH PARTNERS, LLC?
ELTRINGHAM WEALTH PARTNERS, LLC has approximately 5 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ELTRINGHAM WEALTH PARTNERS, LLC

David Allan Eltringham
BLUE ASH, OH

More Advisors in BLUE ASH, Ohio

Matthew Ryan Tranquilli
9258 WEALTH MANAGEMENT, LLC·BLUE ASH, OH
CFP
Walter Bishop Lunsford
9258 WEALTH MANAGEMENT, LLC·BLUE ASH, OH
Shawn Luther Fishbaugh
9258 WEALTH MANAGEMENT, LLC·BLUE ASH, OH
Harry Douglas Cooke
ON INVESTMENT MANAGEMENT CO·BLUE ASH, OH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (430)COLUMBUS (229)CLEVELAND (169)BEACHWOOD (76)DUBLIN (50)AKRON (50)DAYTON (34)INDEPENDENCE (30)WESTLAKE (28)NEW ALBANY (24)
City Guides
CINCINNATI GuideCOLUMBUS GuideCLEVELAND GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Request removal of this profile