# Brass Tax Wealth Management

Brass Tax Wealth Management is a RIA based in Blue Ash, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Blue Ash, United States
- **Region:** North America
- **Address:** 4755 Cornell Road, Blue Ash, OH 45241, United States
- **Founded:** 2014
- **Assets under management:** 553 (Altss estimate)
- **Website:** www.brasstaxwealth.com

## Regulatory record

- **Reports private funds:** No

## About

Brass Tax Wealth Management was established in 2014 in Blue Ash, Ohio. It functions as a registered investment advisor providing standard wealth management services. The firm offers financial planning, insurance planning, and portfolio management. It serves a range of clients including high-net-worth individuals and organizations. No specific asset-class allocations or named holdings appear in available records. Geographic activity remains centered in the United States. No public data exists on team size, additional offices, or adjacent vehicles. No operational events from the last 24 months have been identified. The firm operates as a conventional RIA without disclosed ties to a single wealth creator or hybrid investment platform.

## Sectors

- Wealth Management

## Questions

### Who runs investment decisions at Brass Tax Wealth Management?

No named principals or CIO appear in public records. The firm lists a general contact email associated with lschulte@suscpa.com.

### Does Brass Tax Wealth Management participate in fund commitments or only direct deals?

Available information describes standard advisory services. No fund commitments or direct deal activity is disclosed.

### What investment stages does Brass Tax Wealth Management typically target?

The firm provides portfolio management without reference to venture, growth, or buyout stages. Focus remains on planning and allocation for existing client assets.

## Related profiles

- [Asset Management One](https://altss.com/profile/asset-management-one-amo)
- [Riverside Healthcare](https://altss.com/profile/riverside-healthcare)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/brass-tax-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology