CENTER FOR WEALTH MANAGEMENT ADVISORY

Legal name: CENTER FOR WEALTH MANAGEMENT LLC.

CRD 171221File 801-112042

APPROVED

Retail clients

Filing as of May 7, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$227.8M

Below cohort median (national)

Discretionary AUM

$222.1M

Non-discretionary $5.7M

Clients

646

1,356 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Nov 16, 2017
Principal office: Not reported
Phone: (513) 407-5430
Website: HTTP://WWW.CENTERFORWEALTHMANAGEMENT.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $227.8M
Discretionary AUM: $222.1M
Non-discretionary AUM: $5.7M
Discretionary accounts: 1,330
Non-discretionary accounts: 26
Total accounts: 1,356
AUM per client: $353K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$40K
High net worth individuals	54	$92.1M
Business development companies	3	$438K
Individuals (other than high net worth individuals)	588	$135.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.