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FIFTH THIRD WEALTH ADVISORS LLC
CRD 313015File 801-122096
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$7.80B
Top 10% of cohort (national)
Discretionary AUM
$7.80B
Clients
1,498
2,121 accounts
Employees
83
Top 10% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 17, 2021
- Principal office
- 38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH, 45263
- Phone
- (513) 268-8380
- Website
- https://ftwa.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.80B
- Discretionary AUM
- $7.80B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,121
- Non-discretionary accounts
- 0
- Total accounts
- 2,121
- AUM per client
- $5.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 41 | $2.20B |
| Insurance companies | 1 | $107.7M |
| Charitable organizations | 14 | $962.7M |
| High net worth individuals | 566 | $2.98B |
| Pooled investment vehicles | 3 | $3.4M |
| Pension and profit sharing plans | 3 | $12.7M |
| State or municipal government entities | 10 | $1.18B |
| Individuals (other than high net worth individuals) | 860 | $351.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 62 | 83 | increased by21 |
| Apr 1, 2026 | Clients | 1,333 | 1,498 | increased by165 |
| Apr 1, 2026 | AUM | $6,079,418,273 | $7,799,185,568 | increased by$1,719,767,295 |
| Apr 1, 2026 | Accounts | 1,333 | 2,121 | increased by788 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 62 | increased by53 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 0 | 1,333 | increased by1,333 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,105,839 | $6,079,418,273 | increased by$6,078,312,434 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1 | 1,333 | increased by1,332 |
| Apr 1, 2022 | Employees | 6 | 9 | increased by3 |
| Apr 1, 2022 | AUM | $0 | $1,105,839 | increased by$1,105,839 |
| Apr 1, 2022 | Accounts | 0 | 1 | increased by1 |
| Oct 1, 2021 | Employees | 3 | 6 | increased by3 |
| Sep 1, 2021 | Registration | — | APPROVED | |
| May 1, 2021 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FIFTH THIRD” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FIFTH THIRD” may also match similarly-named firms). Confirm identity against each filing.
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.