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Northmont Wealth Management

NORTHMONT WEALTH MANAGEMENT LLC is a state-registered investment adviser with $23 million in regulatory assets under management. The firm has 1 employee and 1...

Northmont Wealth Management

NORTHMONT WEALTH MANAGEMENT LLC is a state-registered investment adviser with $23 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

General information

Firm type

RIA

Year founded

2010

Location

Region

North America

Country

United States

City

Cincinnati

Corporate office

Cincinnati, OH, United States

Sector focus

Real EstatePrivate CreditFinancial ServicesConsumer

Frequently asked questions

What investment stages does Northmont typically target?

The firm targets control or significant minority positions in established operating businesses and real estate assets. Northmont does not publicly participate in early-stage venture rounds. Its public-equity portfolio, historically concentrated in large-cap financial services stocks, reflects a deep-value rather than growth-stage orientation.

Profile maintained by 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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