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BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC
CRD 328496File 801-130851
APPROVED
Retail clients
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$188.2M
Bottom 25% of cohort (national)
Discretionary AUM
$183.3M
Non-discretionary $4.9M
Clients
198
419 accounts
Employees
7
Bottom 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 31, 2024
- Principal office
- 150 EAST 4TH STREET, THIRD FLOOR, CINCINNATI, OH, 45202
- Phone
- (513) 241-8313
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $188.2M
- Discretionary AUM
- $183.3M
- Non-discretionary AUM
- $4.9M
- Discretionary accounts
- 383
- Non-discretionary accounts
- 36
- Total accounts
- 419
- AUM per client
- $951K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $4.6M |
| High net worth individuals | 6 | $63.7M |
| Individuals (other than high net worth individuals) | 185 | $119.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- 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 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.