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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 Aug 17, 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
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 |
|---|---|---|---|
| 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.