National Wealth Management Group, LLC

National Wealth Management Group, LLC (CRD# 174883) is a financial advisory firm headquartered in Cincinnati, OH. They manage $85,571,048 in 807 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    807
    ACCOUNTS
  • Average Account Value
    $106,036
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)
  • Educational seminars/workshops
  • Other
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.

AZ, CA, DE, FL, GA, IL, IN, KY, LA, MA, NC, NJ, NV, NY, OH, TN, TX

Financial Advisors at National Wealth Management Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jason E. Moore
CRD#: 5641695
11260 Chester Road, Suite 250, Cincinnati, OH 45246
93
Wealthminder
score

Jason Moore (CRD# 5641695) is an Investment Advisor Representative working at National Wealth Management Group, LLC in Cincinnati, OH and has over 6 years of experience in the finance industry.

2
Katherine J. Petrelli
CRD#: 4364419
1200 North Federal Highway, Suite 200, Boca Raton, FL 33432
93
Wealthminder
score

Katherine Petrelli (CRD# 4364419) is an Investment Advisor Representative working at National Wealth Management Group, LLC in Boca Raton, FL and has over 15 years of experience in the finance industry.

3
Joseph F. Fink
CRD#: 1564445
1200 North Federal Highway, Boca Raton, FL 33432
83
Wealthminder
score

Joseph Fink (CRD# 1564445) is an Investment Advisor Representative working at National Wealth Management Group, LLC in Boca Raton, FL and has over 29 years of experience in the finance industry.

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