9258 WEALTH MANAGEMENT, LLC

BLUE ASH, Ohio·4 registered advisors·CRD# 290693
SEC# 801-1121611513-791-9258
01

Firm Overview

AUM
$1.0B
Regulatory assets under management
Employees
18
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at 9258 WEALTH MANAGEMENT, LLC

4 registered advisors
Larry Langefels
BLUE ASH, Ohio
Matthew Ryan Tranquilli
BLUE ASH, Ohio
Shawn Luther Fishbaugh
BLUE ASH, Ohio
Walter Bishop Lunsford
BLUE ASH, Ohio
05

Office Locations

BLUE ASH, Ohio
4 advisors

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Data sourced from SEC Form ADV filings. 9258 WEALTH MANAGEMENT, LLC (CRD# 290693) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.