National Wealth Management Group, LLC
● SEC registered since 2015CRD 174883SEC# 801-80983Cincinnati, OH
Reg. AUM
$534.9M
Employees
18
Accounts
2,741
Location
Cincinnati, OH
National Wealth Management Group, LLC assets under management
National Wealth Management Group, LLC is a registered investment adviser overseen by the SEC based in Cincinnati, OH. The firm has been registered since 2015. It reports $534.9 million in regulatory assets under management and employs 18 people.
National Wealth Management Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin James Jones Control | Managing Director And Ceo | 50-75% | 2018 |
| Nancy Johnson Jones Control | Chief Compliance Officer | Under 5% | 2025 |
| Vivienne Karin Schleu Control | Managing Director / Chief Financial Officer / Member | 50-75% | 2015 |
Frequently asked questions
How much does National Wealth Management Group, LLC manage?
National Wealth Management Group, LLC reports $534.9 million in regulatory assets under management on its Form ADV.
How many employees does National Wealth Management Group, LLC have?
National Wealth Management Group, LLC reports 18 employees.
Where is National Wealth Management Group, LLC located?
National Wealth Management Group, LLC is based in Cincinnati, OH and has been SEC-registered since 2015.
Does National Wealth Management Group, LLC disclose fund performance?
National Wealth Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11260 Chester Road, Suite 250, Cincinnati, OH 45246-0002 |
| Phone | 513-772-2592 |
| Fax | 513-772-0419 |
| Office hours | 9-5 (Appointment Only) |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$534.9M▲ 64%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$534.9Mregulatory AUM
Discretionary $516.7MNon-discretionary $18.2M