Incline Wealth

Incline Wealth (CRD# 306806) is a financial advisory firm headquartered in , . They manage $53,271,126 in 185 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details

https://incline-wealth.com/

By the Numbers

Total Assets Under Management

53

MILLION
Total Number of Accounts

185

ACCOUNTS
Average Account Value

$287,952

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
Other

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

IN, KY, LA, OH

Financial Advisors at Incline Wealth

Showing 1 - 2 of 2 top financial advisors.

John R. Bovard

CRD#: 5944770

Cleves, OH

John Bovard (CRD# 5944770) is an Investment Advisor Representative working at Incline Wealth in Cleves, OH and has over 12 years of experience in the finance industry.

Phillip Westhoff

CRD#: 5459645

2368 Victory Parkway, Cincinnati, OH 45206

Phillip Westhoff (CRD# 5459645) is an Investment Advisor Representative working at Incline Wealth in Cincinnati, OH and has over 14 years of experience in the finance industry.

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.

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