NATIONAL WEALTH MANAGEMENT GROUP, LLC

CINCINNATI, Ohio·3 registered advisors·CRD# 174883
SEC# 801-809837513-772-2592
01

Firm Overview

AUM
$297M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at NATIONAL WEALTH MANAGEMENT GROUP, LLC

3 registered advisors
Benjamin James Jones
CINCINNATI, Ohio
Gary Edward Mathews
CINCINNATI, Ohio
Vivienne Karin Schleu
CINCINNATI, Ohio
05

Office Locations

CINCINNATI, Ohio
3 advisors

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Data sourced from SEC Form ADV filings. NATIONAL WEALTH MANAGEMENT GROUP, LLC (CRD# 174883) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.