Updated:Jun 3, 2026

NATIONAL WEALTH MANAGEMENT GROUP, LLC

National Wealth Management Group, LLC is a US registered investment adviser with an opaque public profile, serving high-net-worth clients.

NATIONAL WEALTH MANAGEMENT GROUP, LLC

NATIONAL WEALTH MANAGEMENT GROUP, LLC is an SEC-registered investment adviser in CINCINNATI, OH, registered since 2015. The firm manages $535 million in assets, with $517 million on a discretionary basis. It has 18 employees and 18 investment advisers.

linkedin.com/company/nwmgadvisors

General information

Firm type

RIA

Year founded

—

AUM

Undisclosed

Location

Region

North America

Country

United States

City

—

Corporate office

—

Sector focus

Financial ServicesWealth Management

What services does National Wealth Management Group offer?

As a registered investment adviser, National Wealth Management Group likely provides financial planning, portfolio management, and retirement advice to individuals and institutions. Specific services are not detailed in public records.

Where is National Wealth Management Group headquartered?

The firm's headquarters city and address are not publicly disclosed. It is registered as a US entity and operates under SEC regulation as an RIA.

Who owns or founded National Wealth Management Group?

The ownership structure and founding team of National Wealth Management Group are not publicly available. No named principals or sponsors appear in media or regulatory filings.

How large is National Wealth Management Group in terms of assets under management?

The firm's AUM is undisclosed. It does not appear in published rankings or regulatory ADV forms that reveal AUM figures.

Is National Wealth Management Group a single-family office or a multi-client RIA?

The firm is structured as an SEC-registered investment adviser, indicating it serves multiple clients rather than a single family. However, its exact client composition is unknown.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.