Cassady Schiller Wealth Management, LLC

Cassady Schiller Wealth Management, LLC (CRD# 129113) is a financial advisory firm headquartered in Cincinnati, OH. They manage $193,963,056 in 679 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    194
    MILLION
  • Total Number of Accounts
    679
    ACCOUNTS
  • Average Account Value
    $285,660
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, IN, KY, OH

Financial Advisors at Cassady Schiller Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
James B. McGrath
CRD#: 3074399
4555 Lake Forest Drive, Suite 400, Cincinnati, OH 45242
96
Wealthminder
score

James McGrath (CRD# 3074399) is an Investment Advisor Representative working at Cassady Schiller Wealth Management, LLC in Cincinnati, OH and has over 20 years of experience in the finance industry. James McGrath has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brad P. Schueler
CRD#: 5839510
4555 Lake Forest Drive, Suite 400, Cincinnati, OH 45242
96
Wealthminder
score

Brad Schueler (CRD# 5839510) is an Investment Advisor Representative working at Cassady Schiller Wealth Management, LLC in Cincinnati, OH and has over 7 years of experience in the finance industry. Brad Schueler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Marc J. Wambaugh
CRD#: 2988910
4555 Lake Forest Drive, Suite 400, Cincinnati, OH 45242
96
Wealthminder
score

Marc Wambaugh (CRD# 2988910) is an Investment Advisor Representative working at Cassady Schiller Wealth Management, LLC in Cincinnati, OH and has over 18 years of experience in the finance industry. Marc Wambaugh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Michael W. Clark
CRD#: 4060431
4705 Lake Forest Drive, Cincinnati, OH 45242
93
Wealthminder
score

Michael Clark (CRD# 4060431) is an Investment Advisor Representative working at Cassady Schiller Wealth Management, LLC in Cincinnati, OH and has over 18 years of experience in the finance industry.

5
Emilie M. Schwarz
CRD#: 6657439
4555 Lake Forest Drive, Suite 400, Cincinnati, OH 45242
91
Wealthminder
score

Emilie Schwarz (CRD# 6657439) is an Investment Advisor Representative working at Cassady Schiller Wealth Management, LLC in Cincinnati, OH and has 1 year of experience in the finance industry. Emilie Schwarz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Kelly M. Murphy
CRD#: 4246938
4555 Lake Forest Drive, Suite 400, Cincinnati, OH 45242
87
Wealthminder
score

Kelly Murphy (CRD# 4246938) is an Investment Advisor Representative working at Cassady Schiller Wealth Management, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.

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