NATIONAL WEALTH MANAGEMENT GROUP, LLC
CRD #174883 SEC #801-80983 CINCINNATI, OH 513-772-2592
SEC Registered
Total AUM
$325.7M
Discretionary
$315.9M
Employees
19
Clients
51
Accounts
1,066
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $325.7M | $315.9M | $9.8M | 19 | 18 |
| Sep 2025 | $325.7M | $315.9M | $9.8M | 19 | 18 |
| Aug 2025 | $325.7M | $315.9M | $9.8M | 19 | 18 |
| Aug 2025 | $325.7M | $315.9M | $9.8M | 19 | 18 |
| May 2025 | $325.7M | $315.9M | $9.8M | 19 | 18 |
| Apr 2025 | $325.7M | $315.9M | $9.8M | 19 | 18 |
| Mar 2024 | $296.9M | $295.3M | $1.5M | 19 | 18 |
| Mar 2023 | $234.1M | $234.1M | $18.9K | 19 | 3 |
| Nov 2022 | $236M | $236M | $0 | 20 | 162 |
| Sep 2022 | $236M | $236M | $0 | 20 | 162 |
| Feb 2022 | $236M | $236M | $0 | 20 | 162 |
| Feb 2022 | $236M | $236M | $0 | 20 | 162 |
| Jan 2022 | $228.1M | $227.9M | $206.9K | 20 | 162 |
| Sep 2021 | $228.1M | $227.9M | $206.9K | 20 | 162 |
| May 2021 | $228.1M | $227.9M | $206.9K | 20 | 162 |
| Mar 2021 | $228.1M | $227.9M | $206.9K | 20 | 162 |
| Jan 2021 | $175.9M | $175.9M | $0 | 20 | 162 |
| Jan 2021 | $175.9M | $175.9M | $0 | 20 | 162 |
| Sep 2020 | $175.9M | $175.9M | $0 | 20 | 162 |
| Aug 2020 | $175.9M | $175.9M | $0 | 20 | 162 |
| Jun 2020 | $175.9M | $175.9M | $0 | 20 | 162 |
| Mar 2020 | $175.9M | $175.9M | $0 | 20 | 162 |
| Oct 2019 | $145.1M | $145.1M | $0 | 20 | 162 |
| Mar 2019 | $145.1M | $145.1M | $0 | 20 | 162 |
| Mar 2019 | $145.1M | $145.1M | $0 | 20 | 162 |
| Sep 2018 | $121M | $121M | $0 | 20 | 162 |
| Sep 2018 | $121M | $121M | $0 | 20 | 162 |
| Apr 2018 | $121M | $121M | $0 | 20 | 162 |
| Apr 2018 | $121M | $121M | $0 | 20 | 0 |
| Mar 2018 | $121M | $121M | $0 | 20 | 37,188,422 |
| Aug 2017 | $102.8M | $102.8M | $0 | 13 | 933 |
| Aug 2017 | $102.8M | $102.8M | $0 | 13 | 933 |
| Mar 2017 | $102.8M | $102.8M | $0 | 13 | 933 |
| Feb 2017 | $102.8M | $102.8M | $0 | 13 | 933 |
| Feb 2017 | $102.8M | $102.8M | $0 | 13 | 933 |
| Feb 2017 | $102.8M | $102.8M | $0 | 13 | 933 |
| Dec 2016 | $102.8M | $102.8M | $0 | 13 | 933 |
| Dec 2016 | $102.8M | $102.8M | $0 | 13 | 500 |
| Jul 2016 | $92.8M | $92.8M | $0 | 13 | 500 |
| Apr 2016 | $85.6M | $85.6M | $0 | 13 | 500 |
| Apr 2016 | $54.8M | $54.8M | $0 | 13 | 500 |
| Mar 2016 | $54.8M | $54.8M | $0 | 13 | 0 |
| Nov 2015 | $0 | $0 | $0 | 13 | 0 |
| Nov 2015 | $0 | $0 | $0 | 13 | 0 |
| Oct 2015 | $0 | $0 | $0 | 13 | 0 |
| May 2015 | $0 | $0 | $0 | 13 | 0 |
| May 2015 | $0 | $0 | $0 | 13 | 0 |
| May 2015 | $0 | $0 | $0 | 13 | 0 |
| Feb 2015 | $0 | $0 | $0 | 13 | 0 |
| Feb 2015 | $0 | $0 | $0 | 13 | 0 |
| Feb 2015 | $0 | $0 | $0 | 13 | 0 |
| Feb 2015 | $0 | $0 | $0 | 13 | 0 |
DateSep 2025
Total AUM$325.7M
Discretionary$315.9M
Non-Disc.$9.8M
Employees19
Clients18
DateSep 2025
Total AUM$325.7M
Discretionary$315.9M
Non-Disc.$9.8M
Employees19
Clients18
DateAug 2025
Total AUM$325.7M
Discretionary$315.9M
Non-Disc.$9.8M
Employees19
Clients18
DateAug 2025
Total AUM$325.7M
Discretionary$315.9M
Non-Disc.$9.8M
Employees19
Clients18
DateMay 2025
Total AUM$325.7M
Discretionary$315.9M
Non-Disc.$9.8M
Employees19
Clients18
DateApr 2025
Total AUM$325.7M
Discretionary$315.9M
Non-Disc.$9.8M
Employees19
Clients18
DateMar 2024
Total AUM$296.9M
Discretionary$295.3M
Non-Disc.$1.5M
Employees19
Clients18
DateMar 2023
Total AUM$234.1M
Discretionary$234.1M
Non-Disc.$18.9K
Employees19
Clients3
DateNov 2022
Total AUM$236M
Discretionary$236M
Non-Disc.$0
Employees20
Clients162
DateSep 2022
Total AUM$236M
Discretionary$236M
Non-Disc.$0
Employees20
Clients162
DateFeb 2022
Total AUM$236M
Discretionary$236M
Non-Disc.$0
Employees20
Clients162
DateFeb 2022
Total AUM$236M
Discretionary$236M
Non-Disc.$0
Employees20
Clients162
DateJan 2022
Total AUM$228.1M
Discretionary$227.9M
Non-Disc.$206.9K
Employees20
Clients162
DateSep 2021
Total AUM$228.1M
Discretionary$227.9M
Non-Disc.$206.9K
Employees20
Clients162
DateMay 2021
Total AUM$228.1M
Discretionary$227.9M
Non-Disc.$206.9K
Employees20
Clients162
DateMar 2021
Total AUM$228.1M
Discretionary$227.9M
Non-Disc.$206.9K
Employees20
Clients162
DateJan 2021
Total AUM$175.9M
Discretionary$175.9M
Non-Disc.$0
Employees20
Clients162
DateJan 2021
Total AUM$175.9M
Discretionary$175.9M
Non-Disc.$0
Employees20
Clients162
DateSep 2020
Total AUM$175.9M
Discretionary$175.9M
Non-Disc.$0
Employees20
Clients162
DateAug 2020
Total AUM$175.9M
Discretionary$175.9M
Non-Disc.$0
Employees20
Clients162
DateJun 2020
Total AUM$175.9M
Discretionary$175.9M
Non-Disc.$0
Employees20
Clients162
DateMar 2020
Total AUM$175.9M
Discretionary$175.9M
Non-Disc.$0
Employees20
Clients162
DateOct 2019
Total AUM$145.1M
Discretionary$145.1M
Non-Disc.$0
Employees20
Clients162
DateMar 2019
Total AUM$145.1M
Discretionary$145.1M
Non-Disc.$0
Employees20
Clients162
DateMar 2019
Total AUM$145.1M
Discretionary$145.1M
Non-Disc.$0
Employees20
Clients162
DateSep 2018
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees20
Clients162
DateSep 2018
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees20
Clients162
DateApr 2018
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees20
Clients162
DateApr 2018
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees20
Clients0
DateMar 2018
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees20
Clients37,188,422
DateAug 2017
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees13
Clients933
DateAug 2017
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees13
Clients933
DateMar 2017
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees13
Clients933
DateFeb 2017
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees13
Clients933
DateFeb 2017
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees13
Clients933
DateFeb 2017
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees13
Clients933
DateDec 2016
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees13
Clients933
DateDec 2016
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees13
Clients500
DateJul 2016
Total AUM$92.8M
Discretionary$92.8M
Non-Disc.$0
Employees13
Clients500
DateApr 2016
Total AUM$85.6M
Discretionary$85.6M
Non-Disc.$0
Employees13
Clients500
DateApr 2016
Total AUM$54.8M
Discretionary$54.8M
Non-Disc.$0
Employees13
Clients500
DateMar 2016
Total AUM$54.8M
Discretionary$54.8M
Non-Disc.$0
Employees13
Clients0
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateFeb 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateFeb 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateFeb 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateFeb 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0