National Wealth Management Group, LLC
National Wealth Management Group, LLC is an SEC-registered mass-market adviser in Cincinnati, OH with $534.9M assets under management (AUM, regulatory AUM), +64% over one year. See who owns National Wealth Management Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174883, SEC 801-80983, data through 2026-04-02.
- AUM (assets under management / regulatory AUM)
- $534.9M (2026-04-02)
- Firm type
- Mass-Market Adviser
- Location
- Cincinnati, OH
- Employees
- 18
- Clients
- 1,314
- CRD
- 174883
- Ownership
- MATHEWS, GARY, EDWARD; JONES, BENJAMIN, JAMES; SCHLEU, VIVIENNE, KARIN; Johnson Jones, Nancy
How much AUM does National Wealth Management Group, LLC have?
National Wealth Management Group, LLC reported $534.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-02).
Who owns National Wealth Management Group, LLC?
Disclosed owners and executives of National Wealth Management Group, LLC include MATHEWS, GARY, EDWARD, JONES, BENJAMIN, JAMES, SCHLEU, VIVIENNE, KARIN, Johnson Jones, Nancy. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.