Eltringham Wealth Partners, LLC
● SEC registered since 2024CRD 298885SEC# 801-130610Cincinnati, OH
Reg. AUM
$179M
Employees
6
Accounts
286
Location
Cincinnati, OH
Eltringham Wealth Partners, LLC assets under management
Eltringham Wealth Partners, LLC is an investment advisory firm registered with the SEC based in Cincinnati, OH. The firm has been registered since 2024. It reports $179 million in regulatory assets under management and employs 6 people.
Eltringham Wealth Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Allan Eltringham Control | Managing Director | 50-75% | 2018 |
| Matthew David Eltringham Control | Managing Director / Cco | 25-50% | 2018 |
Frequently asked questions
How much does Eltringham Wealth Partners, LLC manage?
Eltringham Wealth Partners, LLC reports $179 million in regulatory assets under management on its Form ADV.
How many employees does Eltringham Wealth Partners, LLC have?
Eltringham Wealth Partners, LLC reports 6 employees.
Where is Eltringham Wealth Partners, LLC located?
Eltringham Wealth Partners, LLC is based in Cincinnati, OH and has been SEC-registered since 2024.
Does Eltringham Wealth Partners, LLC disclose fund performance?
Eltringham Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 308 E 8th Street, Suite 300, Cincinnati, OH 45202 |
| Phone | 513-328-0272 |
| Office hours | 8:30-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$179M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$179Mregulatory AUM
Discretionary $178.2MNon-discretionary $875K