Cupps Wealth Management

Cupps Wealth Management (CRD# 226675) is a financial advisory firm headquartered in Cincinnati, OH. They manage $4,836,000 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $345,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
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.

OH

Financial Advisors at Cupps Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Nicholas A. Cupps
CRD#: 4543826
Cincinnati, OH
93
Wealthminder
score

Nicholas Cupps (CRD# 4543826) is an Investment Advisor Representative working at Cupps Wealth Management in Cincinnati, OH and has over 14 years of experience in the finance industry.

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