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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 19, 2025
- Branch Offices
- 7
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Johnson Jones, Nancy | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnson Jones, Nancy | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnson Jones, Nancy | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnson Jones, Nancy | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, BENJAMIN, JAMES | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| JONES, BENJAMIN, JAMES | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| JONES, BENJAMIN, JAMES | I | MANAGING DIRECTOR AND CEO | D | Control |
| JONES, BENJAMIN, JAMES | I | MANAGING DIRECTOR AND CEO | D | Control |
| JONES, BENJAMIN, JAMES | I | MANAGING DIRECTOR AND CEO | D | Control |
| JONES, BENJAMIN, JAMES | I | MANAGING DIRECTOR AND CEO | D | Control |
| MATHEWS, GARY, EDWARD | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| MATHEWS, GARY, EDWARD | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| MATHEWS, GARY, EDWARD | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| MATHEWS, GARY, EDWARD | I | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | CHIEF FINANCIAL OFFICER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | CHIEF FINANCIAL OFFICER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | D | Control |
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| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | C | Control |
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| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | C | Control |
| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | C | Control |
| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | C | Control |
| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | C | Control |
| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | C | Control |
| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | C | Control |
| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | C | Control |
| SCHLEU, VIVIENNE, KARIN | I | MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER | C | Control |
| JONES, BENJAMIN, JAMES | I | MANAGING DIRECTOR AND SENIOR COMPLIANCE OFFICER | A | |
| JONES, BENJAMIN, JAMES | I | MANAGING DIRECTOR AND SENIOR COMPLIANCE OFFICER | A | |
| JONES, BENJAMIN, JAMES | I | MANAGING DIRECTOR AND SENIOR COMPLIANCE OFFICER | A | |
| JONES, BENJAMIN, JAMES | I | MANAGING DIRECTOR AND SENIOR COMPLIANCE OFFICER | A | |
| JONES, BENJAMIN, JAMES | I | MANAGING DIRECTOR AND SENIOR COMPLIANCE OFFICER | A | |
| JONES, BENJAMIN, JAMES | I | MANAGING DIRECTOR AND SENIOR COMPLIANCE OFFICER | A | |
| JONES, BENJAMIN, JAMES | I | MANAGING DIRECTOR AND SENIOR COMPLIANCE OFFICER | A | |
| JONES, BENJAMIN, JAMES | I | MANAGING DIRECTOR AND SENIOR COMPLIANCE OFFICER | A | |
| JONES, BENJAMIN, JAMES | I | MANAGING DIRECTOR AND SENIOR COMPLIANCE OFFICER | A | |
| JONES, BENJAMIN, JAMES | I | MANAGING DIRECTOR AND SENIOR COMPLIANCE OFFICER | A | |
| JONES, BENJAMIN, JAMES | I | MANAGING DIRECTOR AND SENIOR COMPLIANCE OFFICER | A | |
| JONES, BENJAMIN, JAMES | I | MANAGING DIRECTOR AND SENIOR COMPLIANCE OFFICER | A | |
| JONES, BENJAMIN, JAMES | I | MANAGING DIRECTOR AND SENIOR COMPLIANCE OFFICER | A | |
| JONES, BENJAMIN, JAMES | I | MANAGING DIRECTOR AND SENIOR COMPLIANCE OFFICER | A | |
| JONES, BENJAMIN, JAMES | I | MANAGING DIRECTOR AND SENIOR COMPLIANCE OFFICER | A | |
| JONES, BENJAMIN, JAMES | I | MANAGING DIRECTOR AND SENIOR COMPLIANCE OFFICER | A | |
| JONES, BENJAMIN, JAMES | I | MANAGING DIRECTOR AND SENIOR COMPLIANCE OFFICER | A | |
| JONES, BENJAMIN, JAMES | I | MANAGING DIRECTOR AND SENIOR COMPLIANCE OFFICER | A | |
| JONES, BENJAMIN, JAMES | I | MANAGING DIRECTOR AND SENIOR COMPLIANCE OFFICER | A | |
| JONES, BENJAMIN, JAMES | I | MANAGING DIRECTOR AND SENIOR COMPLIANCE OFFICER | A |
Registrations
Federal
IA
Sep 19, 2025 REGISTERED
Notice Filings (30)
AL AZ CA CO CT DE FL GA IL IN KY LA MA MD MI NC NE NH NJ NV NY OH PA SC TN TX UT VA VT WI
Address
11260 CHESTER ROADSUITE 250
CINCINNATI, OH 45246-0002
United States
Phone: 513-772-2592