Torch Wealth Management LLC

Torch Wealth Management LLC (CRD# 168815) is a financial advisory firm headquartered in Cincinnati, OH. They manage $242,668,451 in 351 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    243
    MILLION
  • Total Number of Accounts
    351
    ACCOUNTS
  • Average Account Value
    $691,363
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
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.

CA, KY, NH, OH

Financial Advisors at Torch Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Edward M. Haberer
CRD#: 232823
4500 Cooper Road, Suite 201, Cincinnati, OH 45242
93
Wealthminder
score

Edward Haberer (CRD# 232823) is an Investment Advisor Representative working at Torch Wealth Management LLC in Cincinnati, OH and has over 25 years of experience in the finance industry.

2
Donald L. Keller
CRD#: 4648523
4500 Cooper Road, Suite 201, Cincinnati, OH 45242
93
Wealthminder
score

Donald Keller (CRD# 4648523) is an Investment Advisor Representative working at Torch Wealth Management LLC in Cincinnati, OH and has over 17 years of experience in the finance industry.

3
Elizabeth A. Dayter
CRD#: 6246548
4500 Cooper Road, Suite 201, Cincinnati, OH 45242
87
Wealthminder
score

Elizabeth Dayter (CRD# 6246548) is an Investment Advisor Representative working at Torch Wealth Management LLC in Cincinnati, OH and has 1 year of experience in the finance industry.

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