9258 Wealth Management is an investment advisor in Blue Ash with $1.01 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
822359200
SEC advisor number
801-112161
FINRA CRD number
290693
AUM ?
$1.03 bn
(as of 13 Mar 24)
Accounts
3,274
(as of 13 Mar 24)
Employees
18
(10 investment advisory or research)
Address
9258 Wealth Management
4420 COOPER RD
BLUE ASH
OH 45242
4420 COOPER RD
BLUE ASH
OH 45242
Phone
513-791-9258
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Feb 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22