RIA Intelligence

ESB WEALTH MANAGEMENT, LLC

CRD #281835 SEC #801-107178 MANSFIELD, OH 419-525-3961
SEC Registered
Total AUM
$117.8M
Discretionary
$112.8M
Employees
2
Clients
--
Accounts
105

Firm Details

Organization Type
Limited Liability Company
State of Formation
Ohio
Fiscal Year End
JUNE
Registration Date
--
Latest Filing
Jun 30, 2020
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BOYD, PRESTON, JAMESIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERNA Control
BOYD, PRESTON, JAMESIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERNA Control
BOYD, PRESTON, JAMESIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERNA Control
BOYD, PRESTON, JAMESIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERNA Control
BOYD, PRESTON, JAMESIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERNA Control
BOYD, PRESTON, JAMESIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERNA Control
BOYD, PRESTON, JAMESIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERNA Control
BOYD, PRESTON, JAMESIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERNA Control
BOYD, PRESTON, JAMESIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERNA Control
BOYD, PRESTON, JAMESIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERNA Control
NEO VENTURE CAPITAL, INC.DEMEMBERE Control
NEO VENTURE CAPITAL, INC.DEMEMBERE Control
NEO VENTURE CAPITAL, INC.DEOWNERE Control
NEO VENTURE CAPITAL, INC.DEMEMBERE Control
NEO VENTURE CAPITAL, INC.DEMEMBERE Control
NEO VENTURE CAPITAL, INC.DEMEMBERE Control
NEO VENTURE CAPITAL, INC.DEMEMBERE Control
NEO VENTURE CAPITAL, INC.DEMEMBERE Control
NEO VENTURE CAPITAL, INC.DEMEMBERE Control
NEO VENTURE CAPITAL, INC.DEMEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
Beveridge, AdamINEO VENTURE CAPITAL, INC.D Control
Beveridge, AdamINEO VENTURE CAPITAL, INC.D Control
Beveridge, AdamINEO VENTURE CAPITAL, INC.D Control
Beveridge, AdamINEO VENTURE CAPITAL, INC.D Control
Boyd, PrestonINEO VENTURE CAPITAL, INC.D Control
Boyd, PrestonINEO VENTURE CAPITAL, INC.D Control
Boyd, PrestonINEO VENTURE CAPITAL, INC.D Control
Boyd, PrestonINEO VENTURE CAPITAL, INC.D Control
BEVERIDGE, ADAM, MICHAELINEO VENTURE CAPITAL, INC.C Control
BEVERIDGE, ADAM, MICHAELINEO VENTURE CAPITAL, INC.C Control
BEVERIDGE, ADAM, MICHAELINEO VENTURE CAPITAL, INC.C Control
BEVERIDGE, ADAM, MICHAELINEO VENTURE CAPITAL, INC.C Control
BEVERIDGE, ADAM, MICHAELINEO VENTURE CAPITAL, INC.C Control
BEVERIDGE, ADAM, MICHAELINEO VENTURE CAPITAL, INC.C Control
BOYD, PRESTON, JAMESINEO VENTURE CAPITAL, INC.C Control
BOYD, PRESTON, JAMESINEO VENTURE CAPITAL, INC.C Control
BOYD, PRESTON, JAMESINEO VENTURE CAPITAL, INC.C Control
BOYD, PRESTON, JAMESINEO VENTURE CAPITAL, INC.C Control
BOYD, PRESTON, JAMESINEO VENTURE CAPITAL, INC.C Control
BOYD, PRESTON, JAMESINEO VENTURE CAPITAL, INC.C Control
JACQUIN, JEREMY, MICHAELINEO VENTURE CAPITAL, INC.C Control
JACQUIN, JEREMY, MICHAELINEO VENTURE CAPITAL, INC.C Control
JACQUIN, JEREMY, MICHAELINEO VENTURE CAPITAL, INC.C Control
JACQUIN, JEREMY, MICHAELINEO VENTURE CAPITAL, INC.C Control
JACQUIN, JEREMY, MICHAELINEO VENTURE CAPITAL, INC.C Control
JACQUIN, JEREMY, MICHAELINEO VENTURE CAPITAL, INC.C Control

Registrations

Federal

IA
Jun 30, 2020 REGISTERED

Notice Filings (2)

OH WA

Address

111 PARK AVENUE EAST
MANSFIELD, OH 44902
United States
Phone: 419-525-3961