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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2024 | $1B | $994.6M | $39.2M | 18 | 76 |
| Mar 2024 | $1B | $994.6M | $39.2M | 18 | 76 |
| Apr 2023 | $883.2M | $849.6M | $33.6M | 15 | 65 |
| Mar 2023 | $883.2M | $849.6M | $33.6M | 15 | 65 |
| Sep 2022 | $1B | $973.2M | $32.2M | 20 | 179 |
| Aug 2022 | $1B | $973.2M | $32.2M | 20 | 179 |
| May 2022 | $1B | $973.2M | $32.2M | 20 | 179 |
| Mar 2022 | $1B | $973.2M | $32.2M | 20 | 179 |
| Mar 2021 | $822.9M | $798M | $24.9M | 17 | 147 |
| Oct 2020 | $529M | $513.1M | $15.9M | 15 | 19 |
| Jun 2020 | $529M | $513.1M | $15.9M | 15 | 19 |
| Mar 2020 | $529M | $513.1M | $15.9M | 15 | 19 |
| Jun 2019 | $369.7M | $360.1M | $9.6M | 10 | 3 |
| May 2019 | $369.7M | $360.1M | $9.6M | 10 | 3 |
| Mar 2019 | $369.7M | $360.1M | $9.6M | 10 | 3 |
| Nov 2018 | $341.8M | $329.4M | $12.4M | 5 | 0 |
| Oct 2018 | $341.8M | $329.4M | $12.4M | 5 | 0 |
| Jul 2018 | $341.8M | $329.4M | $12.4M | 5 | 0 |
| Mar 2018 | $341.8M | $329.4M | $12.4M | 5 | 0 |
| Mar 2018 | $341.8M | $329.4M | $12.4M | 5 | 0 |
| Jan 2018 | $0 | $0 | $0 | 5 | 0 |
| Jan 2018 | $0 | $0 | $0 | 5 | 0 |
| Nov 2017 | $0 | $0 | $0 | 5 | 0 |
DateMay 2024
Total AUM$1B
Discretionary$994.6M
Non-Disc.$39.2M
Employees18
Clients76
DateMar 2024
Total AUM$1B
Discretionary$994.6M
Non-Disc.$39.2M
Employees18
Clients76
DateApr 2023
Total AUM$883.2M
Discretionary$849.6M
Non-Disc.$33.6M
Employees15
Clients65
DateMar 2023
Total AUM$883.2M
Discretionary$849.6M
Non-Disc.$33.6M
Employees15
Clients65
DateSep 2022
Total AUM$1B
Discretionary$973.2M
Non-Disc.$32.2M
Employees20
Clients179
DateAug 2022
Total AUM$1B
Discretionary$973.2M
Non-Disc.$32.2M
Employees20
Clients179
DateMay 2022
Total AUM$1B
Discretionary$973.2M
Non-Disc.$32.2M
Employees20
Clients179
DateMar 2022
Total AUM$1B
Discretionary$973.2M
Non-Disc.$32.2M
Employees20
Clients179
DateMar 2021
Total AUM$822.9M
Discretionary$798M
Non-Disc.$24.9M
Employees17
Clients147
DateOct 2020
Total AUM$529M
Discretionary$513.1M
Non-Disc.$15.9M
Employees15
Clients19
DateJun 2020
Total AUM$529M
Discretionary$513.1M
Non-Disc.$15.9M
Employees15
Clients19
DateMar 2020
Total AUM$529M
Discretionary$513.1M
Non-Disc.$15.9M
Employees15
Clients19
DateJun 2019
Total AUM$369.7M
Discretionary$360.1M
Non-Disc.$9.6M
Employees10
Clients3
DateMay 2019
Total AUM$369.7M
Discretionary$360.1M
Non-Disc.$9.6M
Employees10
Clients3
DateMar 2019
Total AUM$369.7M
Discretionary$360.1M
Non-Disc.$9.6M
Employees10
Clients3
DateNov 2018
Total AUM$341.8M
Discretionary$329.4M
Non-Disc.$12.4M
Employees5
Clients0
DateOct 2018
Total AUM$341.8M
Discretionary$329.4M
Non-Disc.$12.4M
Employees5
Clients0
DateJul 2018
Total AUM$341.8M
Discretionary$329.4M
Non-Disc.$12.4M
Employees5
Clients0
DateMar 2018
Total AUM$341.8M
Discretionary$329.4M
Non-Disc.$12.4M
Employees5
Clients0
DateMar 2018
Total AUM$341.8M
Discretionary$329.4M
Non-Disc.$12.4M
Employees5
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0