Center For Wealth Management LLC. is a large advisory firm based in Cincinnati. It manages $120 million of regulatory assets for 498 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Arizona, Florida, Indiana, and 5 other states.
Center For Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and hourly consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Center For Wealth Management LLC. is $120 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Center For Wealth Management LLC. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Center For Wealth Management is individuals with 450 clients and $66 million of assets under management. Among the 10 most similar advisory firms, Center For Wealth Management has the 3rd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $120 million for 498 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Center For Wealth Management doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Center For Wealth Management LLC. performs its advisory services is located at 4355 Ferguson Dr., Cincinnati, OH 45245, which is also the mailing address of the firm. An additional office of the firm is in Fort Mitchell, KY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 513-407-5430 or by fax 513-206-9765. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at centerforwealthmanagement.com.