BRASS TAX WEALTH MANAGEMENT, INC.
Legal name: BRASS TAX WEALTH MANAGEMENT
CRD #285249 SEC #801-111006 CINCINNATI, OH 513-605-3394
SEC Registered
Total AUM
$860.2M
Discretionary
$860.2M
Employees
29
Clients
251
Accounts
2,872
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SCHULTE, LEAH, CHRISTINE | I | OWNER | D | Control |
| SCHULTE, LEAH, CHRISTINE | I | OWNER | D | Control |
| SCHULTE, LEAH, CHRISTINE | I | OWNER | D | Control |
| SCHULTE, LEAH, CHRISTINE | I | OWNER | D | Control |
| SCHULTE, LEAH, CHRISTINE | I | OWNER | D | Control |
| SCHULTE, LEAH, CHRISTINE | I | OWNER | D | Control |
| SCHULTE, LEAH, CHRISTINE | I | OWNER | D | Control |
| SCHULTE, LEAH, CHRISTINE | I | OWNER | D | Control |
| SCHULTE, LEAH, CHRISTINE | I | OWNER | D | Control |
| SCHULTE, LEAH, CHRISTINE | I | OWNER | D | Control |
| SCHULTE, LEAH, CHRISTINE | I | OWNER | D | Control |
| SCHULTE, LEAH, CHRISTINE | I | OWNER | D | Control |
| SCHULTE, LEAH, CHRISTINE | I | OWNER | D | Control |
| SCHULTE, LEAH, CHRISTINE | I | OWNER | D | Control |
| SCHULTE, LEAH, CHRISTINE | I | OWNER | D | Control |
| SCHULTE, LEAH, CHRISTINE | I | OWNER | D | Control |
| SCHULTE, LEAH, CHRISTINE | I | OWNER | D | Control |
| SCHULTE, LEAH, CHRISTINE | I | OWNER | D | Control |
| SCHULTE, LEAH, CHRISTINE | I | OWNER | D | Control |
| SCHULTE, LEAH, CHRISTINE | I | OWNER | D | Control |
| SCHULTE, LEAH, CHRISTINE | I | OWNER | D | Control |
| SCHULTE, LEAH, CHRISTINE | I | OWNER | D | Control |
| SCHULTE, LEAH, CHRISTINE | I | OWNER | D | Control |
| SCHULTE, LEAH, CHRISTINE | I | OWNER | D | Control |
| SCHULTE, NICHOLAS, N | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTE, NICHOLAS, N | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTE, NICHOLAS, N | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTE, NICHOLAS, N | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTE, NICHOLAS, N | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTE, NICHOLAS, N | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTE, NICHOLAS, N | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTE, NICHOLAS, N | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTE, NICHOLAS, N | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTE, NICHOLAS, N | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTE, NICHOLAS, N | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTE, NICHOLAS, N | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTE, NICHOLAS, N | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTE, NICHOLAS, N | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTE, NICHOLAS, N | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTE, NICHOLAS, N | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTE, NICHOLAS, N | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTE, NICHOLAS, N | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTE, NICHOLAS, N | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTE, NICHOLAS, N | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTE, NICHOLAS, N | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTE, NICHOLAS, N | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTE, NICHOLAS, N | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTE, NICHOLAS, N | I | CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (13)
AZ CA FL IL IN KY NC NY OH PA SC TN TX
Address
4755 CORNELL ROADSUITE 102A
CINCINNATI, OH 45241
United States
Phone: 513-605-3394