RIA Intelligence

TORCH WEALTH MANAGEMENT LLC

CRD #168815 SEC #801-78474 CINCINNATI, OH 513-285-7080
SEC Registered
Total AUM
$264.8M
Discretionary
$264.3M
Employees
4
Clients
1
Accounts
371

Firm Details

Organization Type
Limited Liability Company
State of Formation
Ohio
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 5, 2019
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DAKE, IRENE, MCDONOUGHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
KELLER, DONALD, LEEIMEMBER, CHIEF INVESTMENT OFFICERD Control
DAKE, IRENE, MCDONOUGHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
DAKE, IRENE, MCDONOUGHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
DAKE, IRENE, MCDONOUGHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
DAKE, IRENE, MCDONOUGHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
DAKE, IRENE, MCDONOUGHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
DAKE, IRENE, MCDONOUGHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
DAKE, IRENE, MCDONOUGHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
DAKE, IRENE, MCDONOUGHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
DAKE, IRENE, MCDONOUGHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
DAKE, IRENE, MCDONOUGHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
DAKE, IRENE, MCDONOUGHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
DAKE, IRENE, MCDONOUGHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
DAKE, IRENE, MCDONOUGHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
DAKE, IRENE, MCDONOUGHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
DAKE, IRENE, MCDONOUGHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
DAKE, IRENE, MCDONOUGHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
DAKE, IRENE, MCDONOUGHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
DAKE, IRENE, MCDONOUGHIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
DAYTER, ELIZABETH, AIMAMBER/DIRECTOR OF CLIENT SERVICESC Control
DAYTER, ELIZABETH, AIMAMBER/DIRECTOR OF CLIENT SERVICESC Control
DAYTER, ELIZABETH, AIMAMBER/DIRECTOR OF CLIENT SERVICESC Control
DAYTER, ELIZABETH, AIMAMBER/DIRECTOR OF CLIENT SERVICESC Control
DAYTER, ELIZABETH, AIMAMBER/DIRECTOR OF CLIENT SERVICESC Control
DAYTER, ELIZABETH, AIMAMBER/DIRECTOR OF CLIENT SERVICESC Control
DAYTER, ELIZABETH, AIMEMBER/DIRECTOR OF CLIENT SERVICESC Control
DAYTER, ELIZABETH, AIMAMBER/DIRECTOR OF CLIENT SERVICESC Control
DAYTER, ELIZABETH, AIMEMBER/DIRECTOR OF CLIENT SERVICESC Control
DAYTER, ELIZABETH, AIMAMBER/DIRECTOR OF CLIENT SERVICESC Control
DAYTER, ELIZABETH, AIMEMBER/DIRECTOR OF CLIENT SERVICESC Control
DAYTER, ELIZABETH, AIMEMBER/DIRECTOR OF CLIENT SERVICESC Control
DAYTER, ELIZABETH, AIMEMBER/DIRECTOR OF CLIENT SERVICESC Control
DAYTER, ELIZABETH, AIMEMBER/DIRECTOR OF CLIENT SERVICESC Control
DAYTER, ELIZABETH, AIMEMBER/DIRECTOR OF CLIENT SERVICESC Control
DAYTER, ELIZABETH, AIMEMBER/DIRECTOR OF CLIENT SERVICESC Control
DAYTER, ELIZABETH, AIMEMBER/DIRECTOR OF CLIENT SERVICESC Control
DAYTER, ELIZABETH, AIMEMBER/DIRECTOR OF CLIENT SERVICESC Control
HABERER, EDWARD, MICHAELIMEMBER/PRESIDENTC Control
HABERER, EDWARD, MICHAELIMEMBER/PRESIDENTC Control
HABERER, EDWARD, MICHAELIMEMBER/PRESIDENTC Control
HABERER, EDWARD, MICHAELIMEMBER/PRESIDENTC Control
HABERER, EDWARD, MICHAELIMEMBER/PRESIDENTC Control
HABERER, EDWARD, MICHAELIMEMBER/PRESIDENTC Control
HABERER, EDWARD, MICHAELIMEMBER/PRESIDENTC Control
HABERER, EDWARD, MICHAELIMEMBER/PRESIDENTC Control
HABERER, EDWARD, MICHAELIMEMBER/PRESIDENTC Control
HABERER, EDWARD, MICHAELIMEMBER/PRESIDENTC Control
HABERER, EDWARD, MICHAELIMEMBER/PRESIDENTC Control
HABERER, EDWARD, MICHAELIMEMBER/PRESIDENTC Control
HABERER, EDWARD, MICHAELIMEMBER/PRESIDENTC Control
HABERER, EDWARD, MICHAELIMEMBER/PRESIDENTC Control
HABERER, EDWARD, MICHAELIMEMBER/PRESIDENTC Control
HABERER, EDWARD, MICHAELIMEMBER/PRESIDENTC Control
HABERER, EDWARD, MICHAELIMEMBER/PRESIDENTC Control
HABERER, EDWARD, MICHAELIMEMBER/PRESIDENTC Control
KELLER, DONALD, LEEIMEMBER, CHIEF INVESTMENT OFFICERC Control
KELLER, DONALD, LEEIMEMBER, CHIEF INVESTMENT OFFICERC Control
KELLER, DONALD, LEEIMEMBER, CHIEF INVESTMENT OFFICERC Control
KELLER, DONALD, LEEIMEMBER, CHIEF INVESTMENT OFFICERC Control
KELLER, DONALD, LEEIMEMBER, CHIEF INVESTMENT OFFICERC Control
KELLER, DONALD, LEEIMEMBER, CHIEF INVESTMENT OFFICERC Control
KELLER, DONALD, LEEIMEMBER, CHIEF INVESTMENT OFFICERC Control
KELLER, DONALD, LEEIMEMBER, CHIEF INVESTMENT OFFICERC Control
KELLER, DONALD, LEEIMEMBER, CHIEF INVESTMENT OFFICERC Control
KELLER, DONALD, LEEIMEMBER, CHIEF INVESTMENT OFFICERC Control
KELLER, DONALD, LEEIMEMBER, CHIEF INVESTMENT OFFICERC Control
KELLER, DONALD, LEEIMEMBER, CHIEF INVESTMENT OFFICERC Control
KELLER, DONALD, LEEIMEMBER, CHIEF INVESTMENT OFFICERC Control
KELLER, DONALD, LEEIMEMBER, CHIEF INVESTMENT OFFICERC Control
KELLER, DONALD, LEEIMEMBER, CHIEF INVESTMENT OFFICERC Control
KELLER, DONALD, LEEIMEMBER, CHIEF INVESTMENT OFFICERC Control
KELLER, DONALD, LEEIMEMBER, CHIEF INVESTMENT OFFICERC Control
KELLER, DONALD, LEEIMEMBER, CHIEF INVESTMENT OFFICERC Control

Registrations

Federal

IA
Mar 5, 2019 REGISTERED

Notice Filings (6)

CA FL KY NH OH WV

Address

4500 COOPER ROAD
SUITE 201
CINCINNATI, OH 45242
United States
Phone: 513-285-7080