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).
Total Assets Under Management5MILLION
Total Number of Accounts14ACCOUNTS
Average Account Value$345,429
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
Nicholas Cupps (CRD# 4543826) is an Investment Advisor Representative working at Cupps Wealth Management in Cincinnati, OH and has over 15 years of experience in the finance industry.