# Center for Wealth Management Advisory

Center for Wealth Management Advisory is a Bank / Wealth / Trust based in Cincinnati, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Cincinnati, United States
- **Region:** North America
- **Address:** Cincinnati, OH, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** http://www.centerforwealthmanagement.com
- **LinkedIn:** linkedin.com/company/center-for-wealth-management

## Regulatory record

- **CRD number:** 171221
- **SEC file number:** 801-112042
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-07T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171221

## About

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.

## 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.

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Last updated: 2026-08-10T19:36:47.593Z

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