RIA Intelligence

WEALTH MANAGEMENT SERVICES OF CINCINNATI, LLC

CRD #121271 SEC #801-62400 FORT MITCHELL, KY 859-331-3300
SEC Registered
Total AUM
$14.8M
Discretionary
$14.8M
Employees
5
Clients
25
Accounts
22

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 8, 2003
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BABIAK, JEFFREY, THOMASIDIRECTORNA Control
BABIAK, JEFFREY, THOMASIDIRECTORNA Control
BABIAK, JEFFREY, THOMASIDIRECTORNA Control
GARNER, DAVID, MILTONIPRESIDENTNA Control
GARNER, DAVID, MILTONIPRESIDENTNA Control
GARNER, DAVID, MILTONIPRESIDENTNA Control
MALTHOUSE, BRIAN, DAVIDIDIRECTORNA Control
MALTHOUSE, BRIAN, DAVIDIDIRECTORNA Control
MALTHOUSE, BRIAN, DAVIDIDIRECTORNA Control
FRITZ, DONALD, CHARLESIMEMBERB
FRITZ, DONALD, CHARLESIMEMBERB
FRITZ, DONALD, CHARLESIMEMBERB
FUNK, TED, JOSEPHIMEMBERB
FUNK, TED, JOSEPHIMEMBERB
FUNK, TED, JOSEPHIMEMBERB
MALTHOUSE, LEISA, ANNIMEMBERB
MALTHOUSE, LEISA, ANNIMEMBERB
MALTHOUSE, LEISA, ANNIMEMBERB
MOORE, THOMAS, SHELLEYIMEMBERB
MOORE, THOMAS, SHELLEYIMEMBERB
MOORE, THOMAS, SHELLEYIMEMBERB
RUBERG, THOMAS, JAYIMEMBER/DIRECTORB Control
RUBERG, THOMAS, JAYIMEMBER/DIRECTORB Control
RUBERG, THOMAS, JAYIMEMBER/DIRECTORB Control
VONLEHMAN, ANDREW, JAMESIMEMBER/DIRECTORB Control
VONLEHMAN, ANDREW, JAMESIMEMBER/DIRECTORB Control
VONLEHMAN, ANDREW, JAMESIMEMBER/DIRECTORB Control
WEBER, MARK, WILLIAMIMEMBERB
WEBER, MARK, WILLIAMIMEMBERB
WEBER, MARK, WILLIAMIMEMBERB
WILSON, MICHAEL, EARLIMEMBERB
WILSON, MICHAEL, EARLIMEMBERB
WILSON, MICHAEL, EARLIMEMBERB

Registrations

Federal

IA
Oct 8, 2003 REGISTERED

Notice Filings (2)

KY OH

Address

250 GRANDVIEW DRIVE
SUITE 300
FORT MITCHELL, KY 41017
USA
Phone: 859-331-3300