W&s Brokerage Services, Inc.
W&s Brokerage Services, Inc. is an SEC-registered mass-market adviser in Cincinnati, OH with $257.2M assets under management (AUM, regulatory AUM), +46% over one year. See who owns W&s Brokerage Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 8099, SEC 801-113946, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $257.2M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Cincinnati, OH
- Employees
- 114
- Clients
- 772
- CRD
- 8099
- Ownership
- LUEBBE, GREGORY MICHAEL; BRODIE, TROY DALE; REEVES, STEVEN OWEN; HERRON, SARAH SPARKS; NIEMEYER, JONATHAN DAVID
How much AUM does W&s Brokerage Services, Inc. have?
W&s Brokerage Services, Inc. reported $257.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns W&s Brokerage Services, Inc.?
Disclosed owners and executives of W&s Brokerage Services, Inc. include LUEBBE, GREGORY MICHAEL, BRODIE, TROY DALE, REEVES, STEVEN OWEN, HERRON, SARAH SPARKS, NIEMEYER, JONATHAN DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.