9258 Wealth Management, LLC
9258 Wealth Management, LLC (CRD# 290693) is a financial advisory firm headquartered in Blue Ash, OH. They manage $1,033,822,730 in 3,274 accounts and serve the financial needs of clients across 17 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management1,034MILLION
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Total Number of Accounts3,274ACCOUNTS
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Average Account Value$315,767
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, FL, GA, IL, IN, KY, MI, MN, NC, NY, OH, SC, TN, TX, VA, WI
Financial Advisors at 9258 Wealth Management, LLC
11
Clarissa Lichliter (CRD# 7441503) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Hamilton, OH and has 1 year of experience in the finance industry.
12
Edwina Martin (CRD# 7831871) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Blue Ash, OH and has 1 year of experience in the finance industry.
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