Barnes Dennig Private Wealth Management, LLC
● SEC registered since 2024CRD 328496SEC# 801-130851Cincinnati, OH
Reg. AUM
$188.2M
Employees
7
Accounts
419
Location
Cincinnati, OH
About Barnes Dennig Private Wealth Management
Barnes Dennig Private Wealth Management is a federally registered advisory firm dedicated to building wealth strategies around retirement, legacy, and personal goals. Advisors emphasize proactive, personable guidance spanning planning themes such as value investing and business-owner retirement.
Summary based on the firm’s website.
Barnes Dennig Private Wealth Management, LLC assets under management
Barnes Dennig Private Wealth Management, LLC is an SEC-registered investment adviser based in Cincinnati, OH. The firm has been registered since 2024. It reports $188.2 million in regulatory assets under management and employs 7 people.
Barnes Dennig Private Wealth Management, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Joseph Bertke Control | Director, Senior Wealth Manager | Under 5% | 2024 |
| Barnes, Dennig & Co., Ltd. Control | Member | Over 75% | 2014 |
| Feisal Ahmed Khan Malik | Chief Compliance Officer | Under 5% | 2025 |
| George Sidney Sparks Control | Managing Director, Senior Wealth Manager | Under 5% | 2024 |
| Andrew Joseph Bertke Control | Elected Manager | — | 2019 |
| George Sidney Sparks Control | Elected Manager | — | 2021 |
| Jason P Rammes | Elected Manager | — | 2019 |
| Joseph Conover | Elected Manager | — | 2024 |
| Robert Ford | Elected Manager | — | 2021 |
Frequently asked questions
How much does Barnes Dennig Private Wealth Management, LLC manage?
Barnes Dennig Private Wealth Management, LLC reports $188.2 million in regulatory assets under management on its Form ADV.
How many employees does Barnes Dennig Private Wealth Management, LLC have?
Barnes Dennig Private Wealth Management, LLC reports 7 employees.
Where is Barnes Dennig Private Wealth Management, LLC located?
Barnes Dennig Private Wealth Management, LLC is based in Cincinnati, OH and has been SEC-registered since 2024.
Does Barnes Dennig Private Wealth Management, LLC disclose fund performance?
Barnes Dennig Private Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 150 East 4th Street, Third Floor, Cincinnati, OH 45202 |
| Phone | (513) 241-8313 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$188.2M▲ 82%
Jan '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,369 advisers
EmployeesTop 51%
More than 49% of 16,804 advisers
Assets under management
$188.2Mregulatory AUM
Discretionary $183.3MNon-discretionary $4.9M