Barnes Dennig Private Wealth Management, 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 March 24, 2026, reports $188M in regulatory assets under management, 7 employees, 3 offices, and 419 accounts.
Assets Under Management
$188M
Employees
7
Offices
3 offices
Total Clients
198
Primary office
CINCINNATI, OH
150 EAST 4TH STREET, THIRD FLOOR, CINCINNATI, OH, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 93.4% of total clients.
Top client categories% of clientsClients
1
Individuals
93.4%
185
2
Corporations
3.5%
7
3
HNWI
3.0%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$188Mas of March 24, 2026
Discretionary97.4%
$183M
97% of total RAUM97.4%
Non-discretionary2.6%
$5M
3% of total RAUM2.6%
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$188M
Total Accounts419
10Y AUM Change+$188M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee28:1
10Y Employee Change-2 (-22.2%)
* 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.