National Wealth Management Group, LLC

National Wealth Management Group, LLC (CRD# 174883) is a financial advisory firm headquartered in Cincinnati, OH. They manage $296,852,355 in 2,242 accounts and serve the financial needs of clients across 23 states (or territories).

Current Firm Details
11260 Chester Road, Suite 250, Cincinnati, OH 45246
http://www.lisa.gerardi.com
By the Numbers
  • Total Assets Under Management
    297
    MILLION
  • Total Number of Accounts
    2,242
    ACCOUNTS
  • Average Account Value
    $132,405
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
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CT, DE, FL, GA, IL, IN, KY, MA, MI, NC, NE, NH, NJ, NY, OH, SC, TN, TX, UT, WI

Financial Advisors at National Wealth Management Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jon Ewing, financial advisor Cincinnati OH
Jon P. Ewing
CRD#: 2283838
11260 Chester Road, Suite 250, Cincinnati, OH 45246

Jon Ewing (CRD# 2283838) is an Investment Advisor Representative working at National Wealth Management Group, LLC in Cincinnati, OH and has over 24 years of experience in the finance industry.

2
Brent Gargano, financial advisor Cincinnati OH
Brent M. Gargano
CRD#: 6304333
Cincinnati, OH

Brent Gargano (CRD# 6304333) is an Investment Advisor Representative working at National Wealth Management Group, LLC in Cincinnati, OH and has over 9 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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