National Wealth Management Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated April 2, 2026, reports $535M in regulatory assets under management, 18 employees, 5 offices, and 2,741 accounts.
Assets Under Management
$535M
Employees
18
Offices
5 offices
Total Clients
1,314
Primary office
CINCINNATI, OH
11260 CHESTER ROAD, SUITE 250, CINCINNATI, OH, United States
Top client segmentIndividuals represent 89.3% of total clients.
Top client categories% of clientsClients
1
Individuals
89.3%
1,174
2
HNWI
10.2%
134
3
Corporations
0.5%
6
Categories with <5 clients
Charitable Organizations<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$535Mas of April 2, 2026
Discretionary96.6%
$517M
97% of total RAUM96.6%
Non-discretionary3.4%
$18M
3% of total RAUM3.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$535M
Total Accounts2,741
10Y AUM Change+$432M (+420.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee73:1
10Y Employee Change+5 (+38.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.