Brass Tax Wealth Management, Inc.
CRD 285249SEC# 801-111006Cincinnati, OH
No longer SEC-registered. Brass Tax Wealth Management, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$860.2M
Employees
29
Accounts
2,872
Location
Cincinnati, OH
Brass Tax Wealth Management, Inc. assets under management
Brass Tax Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Cincinnati, OH. It reports $860.2 million in regulatory assets under management and employs 29 people.
Brass Tax Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Leah Christine Schulte Control | Owner | 50-75% | 2014 |
| Nicholas N Schulte Control | Chief Compliance Officer | 50-75% | 2014 |
Frequently asked questions
How much does Brass Tax Wealth Management, Inc. manage?
Brass Tax Wealth Management, Inc. reports $860.2 million in regulatory assets under management on its Form ADV.
How many employees does Brass Tax Wealth Management, Inc. have?
Brass Tax Wealth Management, Inc. reports 29 employees.
Where is Brass Tax Wealth Management, Inc. located?
Brass Tax Wealth Management, Inc. is based in Cincinnati, OH.
Does Brass Tax Wealth Management, Inc. disclose fund performance?
Brass Tax Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4755 Cornell Road, Suite 102a, Cincinnati, OH 45241 |
| Office hours | 5-Aug |
| Discloses disciplinary history | No |
Regulatory AUM
$860.2MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$860.2Mregulatory AUM
Discretionary $860.2M