# ONGOING WEALTH MANAGEMENT

ONGOING WEALTH MANAGEMENT is a RIA based in unknown.

## Overview

- **Organization type:** RIA
- **Headquarters:** unknown
- **Assets under management:** Undisclosed
- **Website:** ongoingwealth.com

## Regulatory record

- **CRD number:** 319325
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/319325

## About

ONGOING WEALTH MANAGEMENT is a state-registered investment adviser. The firm manages $32 million in assets, $31 million on a discretionary basis. It has 2 employees and 2 investment advisers.

## Questions

### Who runs investment decisions at Ongoing Wealth Management?

Investment decision-makers at Ongoing Wealth Management have not been publicly identified. The firm does not disclose its principals or investment committee in any accessible source.

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

There is no public information on whether Ongoing Wealth Management makes fund commitments, direct investments, or any capital deployment. The firm's investment posture is entirely unknown.

### What investment stages does Ongoing Wealth Management typically target?

No data exists on the investment stages—such as venture, growth, buyout, or real assets—that Ongoing Wealth Management targets. The firm has not publicized any stage or strategy preferences.

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Last updated: 2026-08-10T23:49:37.812Z

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

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