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Center for Wealth Management Advisory
Center for Wealth Management Advisory is an SEC-registered investment adviser since 2017. The firm manages $228 million in assets, with $222 million on a...
Center for Wealth Management Advisory
Center for Wealth Management Advisory is an SEC-registered investment adviser since 2017. The firm manages $228 million in assets, with $222 million on a discretionary basis. It has 5 employees and 5 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2017
Location
Region
North America
Country
United States
City
Cincinnati
Corporate office
Cincinnati, OH, United States
Frequently asked questions
Does the firm create its own investment products, or does it select third-party managers?
Center for Wealth Management Advisory follows an open-architecture approach, constructing client portfolios from third-party managed vehicles — mutual funds, ETFs, and separately managed accounts — rather than manufacturing proprietary products. This avoids the conflict of interest inherent in in-house product distribution and allows the firm to terminate an underperforming manager without pressure to keep assets inside a parent company's fund family.
What is the geographic reach of the firm's client base?
The firm is headquartered in Cincinnati, Ohio, and evidence points to a regional rather than national footprint. The absence of additional offices and the nature of a boutique trust-style advisory suggest the client base is concentrated among families, business owners, and professionals within the Greater Cincinnati and Ohio Valley region.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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