Wealth Advisors Of Cincinnati, LLC (Ft. Mitchell)

Name: Wealth Advisors Of Cincinnati, LLC
Address: 250 Grandview Drive, Suite 175, Ft. Mitchell, KY, 41017
Telephone: 859-957-1803

Wealth Advisors Of Cincinnati, LLC is a large advisory firm based in Ft. Mitchell. It manages $221.93 million of regulatory assets for 318 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Indiana, Kentucky, and Ohio.

Wealth Advisors Of Cincinnati provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wealth Advisors Of Cincinnati: assets under management

The assets under management (AUM) of Wealth Advisors Of Cincinnati, LLC is $221.93 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 454% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $221.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $697.88 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wealth Advisors Of Cincinnati, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wealth Advisors Of Cincinnati, LLC

Wealth Advisors Of Cincinnati, LLC is owned by Donald Charles Fritz. Michael Louis Simon has been acting as President since 1 Apr 1999. Michael Theodore Moore joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donald Charles Fritz	Member/owner	1 Jan 1999	Other	4365607
Ted Joseph Funk	Member/owner	1 Jan 1999	Other	3090212
Thomas Shelley Moore	Member/owner	1 Jan 1999	Other	3087519
Thomas Jay Ruberg	Member/owner	1 Jan 1999	Other	4365614
Andrew James Vonlehman	Member/owner	1 Jan 1999	Other	4365618
Mark William Weber	Member/owner	1 Jan 1999	Other	3087527
Michael Earl Wilson	Member/owner	1 Jan 1999	Other	4365622
Michael Louis Simon	Member/president	1 Apr 1999	Other	4365604
Leisa Ann Malthouse	Member/owner	1 Sep 2000	Other	4365627
Christian Adrian Lucas	Member/owner	1 Jul 2004	Other	3259194
Jennifer Lynn Stowe	Chief compliance officer	1 Jul 2004	Other	2517611
Brian David Malthouse	Member/owner	1 May 2005	Other	3090180
Michael Theodore Moore	Chief compliance officer	1 Mar 2006	Other	1711030

Based in Ft. Mitchell

The principal office where Wealth Advisors Of Cincinnati, LLC performs its advisory services is located at 250 Grandview Drive, Suite 175, Ft. Mitchell, KY 41017, which is also the mailing address of the firm. An additional office of the firm is in Cincinnati, OH. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 859-957-1803 or by fax 859-957-1810. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.wealthadvisorsonline.com.