Brass Tax Wealth Management

Brass Tax Wealth Management (CRD# 285249) is a financial advisory firm headquartered in Cincinnati, OH. They manage $674,300,000 in 2,414 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
4755 Cornell Road, Suite 102a, Cincinnati, OH 45241
https://www.brasstaxwealth.com/
By the Numbers
  • Total Assets Under Management
    674
    MILLION
  • Total Number of Accounts
    2,414
    ACCOUNTS
  • Average Account Value
    $279,329
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IN, OH, TX

Financial Advisors at Brass Tax Wealth Management
Showing 11 - 11 of 11 top financial advisors.
11
Kyle Musleh, financial advisor Cincinnati OH
Kyle E. Musleh
CRD#: 7501768
4755 Cornell Road, Suite 102a, Cincinnati, OH 45241

Kyle Musleh (CRD# 7501768) is an Investment Advisor Representative working at Brass Tax Wealth Management in Cincinnati, OH and has 1 year of experience in the finance industry.

PREV ... 1 2

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals