FAMILY WEALTH ADVISORY GROUP, LLC
CRD #130595 SEC #801-62921 CINCINNATI, OH 513-469-8100
SEC Registered
Total AUM
$334.7M
Discretionary
$244.9M
Employees
7
Clients
101
Accounts
829
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GROSSHEIM, ROBERT, JOHN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSHEIM, ROBERT, JOHN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSHEIM, ROBERT, JOHN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSHEIM, ROBERT, JOHN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSHEIM, ROBERT, JOHN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSHEIM, ROBERT, JOHN | I | MEMBER | E | Control |
| GROSSHEIM, ROBERT, JOHN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSHEIM, ROBERT, JOHN | I | MEMBER | E | Control |
| GROSSHEIM, ROBERT, JOHN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSHEIM, ROBERT, JOHN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSHEIM, ROBERT, JOHN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSHEIM, ROBERT, JOHN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSHEIM, ROBERT, JOHN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSHEIM, ROBERT, JOHN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSHEIM, ROBERT, JOHN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSHEIM, ROBERT, JOHN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSHEIM, ROBERT, JOHN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSHEIM, ROBERT, JOHN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSHEIM, ROBERT, JOHN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSHEIM, ROBERT, JOHN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSHEIM, ROBERT, JOHN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSHEIM, ROBERT, JOHN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSHEIM, ROBERT, JOHN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSHEIM, ROBERT, JOHN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSHEIM, ROBERT, JOHN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSHEIM, ROBERT, JOHN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (5)
FL IN KY LA OH
Address
7359 EAST KEMPER ROADSUITE A
CINCINNATI, OH 45249
United States
Phone: 513-469-8100