BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC
CRD #328496 SEC #801-130851 CINCINNATI, OH (513) 241-8313
SEC Registered
Total AUM
$102.8M
Discretionary
$99.4M
Employees
7
Clients
--
Accounts
235
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERTKE, ANDREW, JOSEPH | I | DIRECTOR, SENIOR WEALTH MANAGER | NA | Control |
| BERTKE, ANDREW, JOSEPH | I | DIRECTOR, SENIOR WEALTH MANAGER | NA | Control |
| BERTKE, ANDREW, JOSEPH | I | DIRECTOR, SENIOR WEALTH MANAGER | NA | Control |
| BERTKE, ANDREW, JOSEPH | I | DIRECTOR, SENIOR WEALTH MANAGER | NA | Control |
| BERTKE, ANDREW, JOSEPH | I | DIRECTOR, SENIOR WEALTH MANAGER | NA | Control |
| BERTKE, ANDREW, JOSEPH | I | DIRECTOR, SENIOR WEALTH MANAGER | NA | Control |
| BERTKE, ANDREW, JOSEPH | I | DIRECTOR, SENIOR WEALTH MANAGER | NA | Control |
| BERTKE, ANDREW, JOSEPH | I | DIRECTOR, SENIOR WEALTH MANAGER | NA | Control |
| MALIK, FEISAL, AHMED KHAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MALIK, FEISAL, AHMED KHAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MALIK, FEISAL, AHMED KHAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROSS, LAURAMARIE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSS, LAURAMARIE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSS, LAURAMARIE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSS, LAURAMARIE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSS, LAURAMARIE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPARKS, GEORGE, SIDNEY | I | MANAGING DIRECTOR, SENIOR WEALTH MANAGER | NA | Control |
| SPARKS, GEORGE, SIDNEY | I | MANAGING DIRECTOR, SENIOR WEALTH MANAGER | NA | Control |
| SPARKS, GEORGE, SIDNEY | I | MANAGING DIRECTOR, SENIOR WEALTH MANAGER | NA | Control |
| SPARKS, GEORGE, SIDNEY | I | MANAGING DIRECTOR, SENIOR WEALTH MANAGER | NA | Control |
| SPARKS, GEORGE, SIDNEY | I | MANAGING DIRECTOR, SENIOR WEALTH MANAGER | NA | Control |
| SPARKS, GEORGE, SIDNEY | I | MANAGING DIRECTOR, SENIOR WEALTH MANAGER | NA | Control |
| SPARKS, GEORGE, SIDNEY | I | MANAGING DIRECTOR, SENIOR WEALTH MANAGER | NA | Control |
| SPARKS, GEORGE, SIDNEY | I | MANAGING DIRECTOR, SENIOR WEALTH MANAGER | NA | Control |
| BARNES, DENNIG & CO., LTD. | DE | MEMBER | E | Control |
| BARNES, DENNIG & CO., LTD. | DE | MEMBER | E | Control |
| BARNES, DENNIG & CO., LTD. | DE | MEMBER | E | Control |
| BARNES, DENNIG & CO., LTD. | DE | MEMBER | E | Control |
| BARNES, DENNIG & CO., LTD. | DE | MEMBER | E | Control |
| BARNES, DENNIG & CO., LTD. | DE | MEMBER | E | Control |
| BARNES, DENNIG & CO., LTD. | DE | MEMBER | E | Control |
| BARNES, DENNIG & CO., LTD. | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BERTKE, ANDREW, JOSEPH | I | BARNES, DENNIG & CO., LTD. | F | Control |
| BERTKE, ANDREW, JOSEPH | I | BARNES, DENNIG & CO., LTD. | F | Control |
| BERTKE, ANDREW, JOSEPH | I | BARNES, DENNIG & CO., LTD. | F | Control |
| BERTKE, ANDREW, JOSEPH | I | BARNES, DENNIG & CO., LTD. | F | Control |
| Conover, Joseph | I | BARNES, DENNIG & CO., LTD. | F | |
| Conover, Joseph | I | BARNES, DENNIG & CO., LTD. | F | |
| Conover, Joseph | I | BARNES, DENNIG & CO., LTD. | F | |
| Conover, Joseph | I | BARNES, DENNIG & CO., LTD. | F | |
| Ford, Robert | I | BARNES, DENNIG & CO., LTD. | F | |
| Ford, Robert | I | BARNES, DENNIG & CO., LTD. | F | |
| Ford, Robert | I | BARNES, DENNIG & CO., LTD. | F | |
| Ford, Robert | I | BARNES, DENNIG & CO., LTD. | F | |
| Rammes, Jason, P | I | BARNES, DENNIG & CO., LTD. | F | |
| Rammes, Jason, P | I | BARNES, DENNIG & CO., LTD. | F | |
| Rammes, Jason, P | I | BARNES, DENNIG & CO., LTD. | F | |
| Rammes, Jason, P | I | BARNES, DENNIG & CO., LTD. | F | |
| SPARKS, GEORGE, SIDNEY | I | BARNES, DENNIG & CO., LTD. | F | Control |
| SPARKS, GEORGE, SIDNEY | I | BARNES, DENNIG & CO., LTD. | F | Control |
| SPARKS, GEORGE, SIDNEY | I | BARNES, DENNIG & CO., LTD. | F | Control |
| SPARKS, GEORGE, SIDNEY | I | BARNES, DENNIG & CO., LTD. | F | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (13)
CA CO FL GA IN KY NC NY OH PA SC TX WA
Address
150 EAST 4TH STREETTHIRD FLOOR
CINCINNATI, OH 45202
United States
Phone: (513) 241-8313