RIA Intelligence

ESB WEALTH MANAGEMENT, LLC

CRD #154889 SEC #801-78006 MANSFIELD, OH 419-525-3961
SEC Registered
Total AUM
$122.5M
Discretionary
$0
Employees
3
Clients
--
Accounts
215

Firm Details

Organization Type
Limited Liability Company
State of Formation
Ohio
Fiscal Year End
JUNE
Registration Date
--
Latest Filing
Dec 16, 2015
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BEVERIDGE, KYLE, EDWINICHIEF COMPLIANCE OFFICERNA Control
BEVERIDGE, KYLE, EDWINICHIEF COMPLIANCE OFFICERNA Control
BEVERIDGE, KYLE, EDWINICHIEF COMPLIANCE OFFICERNA Control
BEVERIDGE, KYLE, EDWINICHIEF COMPLIANCE OFFICERNA Control
BEVERIDGE, KYLE, EDWINICHIEF COMPLIANCE OFFICERNA Control
BEVERIDGE, KYLE, EDWINICHIEF COMPLIANCE OFFICERNA Control
BEVERIDGE, KYLE, EDWINICHIEF COMPLIANCE OFFICERNA Control
BOYD, PRESTON, JAMESICHIEF COMPLIANCE OFFICERNA Control
NEO VENTURE CAPITAL, INC.DEOWNERE Control
NEO VENTURE CAPITAL, INC.DEOWNERE Control
NEO VENTURE CAPITAL, INC.DEOWNERE Control
NEO VENTURE CAPITAL, INC.DEOWNERE Control
NEO VENTURE CAPITAL, INC.DEOWNERE Control
NEO VENTURE CAPITAL, INC.DEOWNERE Control
NEO VENTURE CAPITAL, INC.DEOWNERE Control
NEO VENTURE CAPITAL, INC.DEOWNERE Control
NEO VENTURE CAPITAL, INC.DEOWNERE Control
BOYD, PRESTON, JAMESIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BEVERIDGE, KYLE, EDWININEO VENTURE CAPITAL, INCF
BEVERIDGE, ADAM, MICHAELINEO VENTURE CAPITAL, INC.E Control
BEVERIDGE, ADAM, MICHAELINEO VENTURE CAPITAL, INC.E Control
BEVERIDGE, ADAM, MICHAELINEO VENTURE CAPITAL, INC.E Control
BEVERIDGE, ADAM, MICHAELINEO VENTURE CAPITAL, INC.E Control
BEVERIDGE, ADAM, MICHAELINEO VENTURE CAPITAL, INC.E Control
BEVERIDGE, ADAM, MICHAELINEO VENTURE CAPITAL, INC.E Control
BEVERIDGE, ADAM, MICHAELINEO VENTURE CAPITAL, INC.E Control
BEVERIDGE, ADAM, MICHAELINEO VENTURE CAPITAL, INC.E Control
BEVERIDGE, AARON, KYLEINEO VENTURE CAPITAL, INC.C Control
BEVERIDGE, ADAM, MICHAELINEO VENTURE CAPITAL, INC.C Control

Registrations

Federal

IA
Dec 16, 2015 REGISTERED

Notice Filings (2)

OH WA

Address

111 PARK AVE. E
MANSFIELD, OH 44902-0636
United States
Phone: 419-525-3961