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NATIONAL WEALTH MANAGEMENT GROUP, LLC
CRD 174883File 801-80983
APPROVED
Retail clients
Custody
Filing as of Apr 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$534.9M
Above cohort median (national)
Discretionary AUM
$516.7M
Non-discretionary $18.2M
Clients
1,314
2,741 accounts
Employees
18
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 19, 2015
- Principal office
- 11260 CHESTER ROAD, SUITE 250, CINCINNATI, OH, 45246-0002
- Phone
- 513-772-2592
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $534.9M
- Discretionary AUM
- $516.7M
- Non-discretionary AUM
- $18.2M
- Discretionary accounts
- 2,676
- Non-discretionary accounts
- 65
- Total accounts
- 2,741
- AUM per client
- $407K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $4.4M |
| Charitable organizations | Fewer than 5 | $1.2M |
| Other investment advisers | Fewer than 5 | $109K |
| High net worth individuals | 134 | $215.5M |
| Individuals (other than high net worth individuals) | 1,174 | $313.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- 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
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.