9258 WEALTH MANAGEMENT, LLC
CRD #290693 SEC #801-112161 BLUE ASH, OH 513-791-9258
SEC Registered
Total AUM
$1B
Discretionary
$994.6M
Employees
18
Clients
101
Accounts
3,274
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 3, 2024
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FISHBAUGH, SHAWN, LUTHER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FISHBAUGH, SHAWN, LUTHER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FISHBAUGH, SHAWN, LUTHER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FISHBAUGH, SHAWN, LUTHER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FISHBAUGH, SHAWN, LUTHER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FISHBAUGH, SHAWN, LUTHER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FISHBAUGH, SHAWN, LUTHER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FISHBAUGH, SHAWN, LUTHER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FISHBAUGH, SHAWN, LUTHER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FISHBAUGH, SHAWN, LUTHER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| FISHBAUGH, SHAWN, LUTHER | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Langefels, Larry | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Langefels, Larry | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Langefels, Larry | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Langefels, Larry | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Langefels, Larry | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Langefels, Larry | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Langefels, Larry | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Langefels, Larry | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Langefels, Larry | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TRANQUILLI, MATTHEW, RYAN | I | EVP, DIRECTOR OF RETAIL AND QUALIFIED PLAN OPERATIONS | NA | |
| TRANQUILLI, MATTHEW, RYAN | I | EVP, DIRECTOR OF RETAIL AND QUALIFIED PLAN OPERATIONS | NA | |
| TRANQUILLI, MATTHEW, RYAN | I | EVP, DIRECTOR OF RETAIL AND QUALIFIED PLAN OPERATIONS | NA | |
| TRANQUILLI, MATTHEW, RYAN | I | EVP, DIRECTOR OF RETAIL AND QUALIFIED PLAN OPERATIONS | NA | |
| TRANQUILLI, MATTHEW, RYAN | I | EVP, DIRECTOR OF RETAIL AND QUALIFIED PLAN OPERATIONS | NA | |
| TRANQUILLI, MATTHEW, RYAN | I | EVP, DIRECTOR OF RETAIL AND QUALIFIED PLAN OPERATIONS | NA | |
| TRANQUILLI, MATTHEW, RYAN | I | EVP, DIRECTOR OF RETAIL AND QUALIFIED PLAN OPERATIONS | NA | |
| TRANQUILLI, MATTHEW, RYAN | I | EVP, DIRECTOR OF RETAIL AND QUALIFIED PLAN OPERATIONS | NA | |
| TRANQUILLI, MATTHEW, RYAN | I | EVP, DIRECTOR OF RETAIL AND QUALIFIED PLAN OPERATIONS | NA | |
| TRANQUILLI, MATTHEW, RYAN | I | EVP, DIRECTOR OF RETAIL AND QUALIFIED PLAN OPERATIONS | NA | |
| TRANQUILLI, MATTHEW, RYAN | I | EVP, DIRECTOR OF RETAIL AND QUALIFIED PLAN OPERATIONS | NA | |
| TRANQUILLI, MATTHEW, RYAN | I | EVP, DIRECTOR OF RETAIL AND QUALIFIED PLAN OPERATIONS | NA | |
| TRANQUILLI, MATTHEW, RYAN | I | EVP, DIRECTOR OF RETAIL AND QUALIFIED PLAN OPERATIONS | NA | |
| TRANQUILLI, MATTHEW, RYAN | I | EVP, DIRECTOR OF RETAIL AND QUALIFIED PLAN OPERATIONS | NA | |
| TRANQUILLI, MATTHEW, RYAN | I | EVP, DIRECTOR OF RETAIL AND QUALIFIED PLAN OPERATIONS | NA | |
| TRANQUILLI, MATTHEW, RYAN | I | EVP, DIRECTOR OF RETAIL AND QUALIFIED PLAN OPERATIONS | NA | |
| LUNSFORD, WALTER, BISHOP | I | PRESIDENT, CEO, AND MANAGING PARTNER | E | Control |
| LUNSFORD, WALTER, BISHOP | I | PRESIDENT, CEO, AND MANAGING PARTNER | E | Control |
| LUNSFORD, WALTER, BISHOP | I | PRESIDENT, CEO, AND MANAGING PARTNER | E | Control |
| LUNSFORD, WALTER, BISHOP | I | PRESIDENT, CEO, AND MANAGING PARTNER | E | Control |
| LUNSFORD, WALTER, BISHOP | I | PRESIDENT, CEO, AND MANAGING PARTNER | E | Control |
| LUNSFORD, WALTER, BISHOP | I | PRESIDENT, CEO, AND MANAGING PARTNER | E | Control |
| LUNSFORD, WALTER, BISHOP | I | PRESIDENT, CEO, AND MANAGING PARTNER | E | Control |
| LUNSFORD, WALTER, BISHOP | I | PRESIDENT, CEO, AND MANAGING PARTNER | E | Control |
| LUNSFORD, WALTER, BISHOP | I | PRESIDENT, CEO, AND MANAGING PARTNER | E | Control |
| LUNSFORD, WALTER, BISHOP | I | PRESIDENT, CEO, AND MANAGING PARTNER | E | Control |
| LUNSFORD, WALTER, BISHOP | I | PRESIDENT, CEO, AND MANAGING PARTNER | E | Control |
| LUNSFORD, WALTER, BISHOP | I | PRESIDENT, CEO, AND MANAGING PARTNER | E | Control |
| LUNSFORD, WALTER, BISHOP | I | PRESIDENT, CEO, AND MANAGING PARTNER | E | Control |
| LUNSFORD, WALTER, BISHOP | I | PRESIDENT, CEO, AND MANAGING PARTNER | E | Control |
| LUNSFORD, WALTER, BISHOP | I | PRESIDENT, CEO, AND MANAGING PARTNER | E | Control |
| LUNSFORD, WALTER, BISHOP | I | PRESIDENT, CEO, AND MANAGING PARTNER | E | Control |
| LUNSFORD, WALTER, BISHOP | I | PRESIDENT, CEO, AND MANAGING PARTNER | E | Control |
| LUNSFORD, WALTER, BISHOP | I | PRESIDENT, CEO, AND MANAGING PARTNER | E | Control |
| LUNSFORD, WALTER, BISHOP | I | PRESIDENT, CEO, AND MANAGING PARTNER | E | Control |
| LUNSFORD, WALTER, BISHOP | I | PRESIDENT, CEO, AND MANAGING PARTNER | E | Control |
| LUNSFORD, WALTER, BISHOP | I | PRESIDENT, CEO, AND MANAGING PARTNER | E | Control |
| LUNSFORD, WALTER, BISHOP | I | PRESIDENT, CEO, AND MANAGING PARTNER | E | Control |
| LUNSFORD, WALTER, BISHOP | I | PRESIDENT, CEO, AND MANAGING PARTNER | E | Control |
| LUNSFORD, WALTER, BISHOP | I | PRESIDENT, CEO, AND MANAGING PARTNER | E | Control |
| LUNSFORD, WALTER, BISHOP | I | PRESIDENT, CEO, AND MANAGING PARTNER | E | Control |
Registrations
Federal
IA
May 3, 2024 REGISTERED
Notice Filings (17)
CA CO FL GA IL IN KY MI MN NC NY OH SC TN TX VA WI
Address
4420 COOPER ROADSUITE 100
BLUE ASH, OH 45242
United States
Phone: 513-791-9258