9258 Wealth Management LLC
Legal Name: 9258 WEALTH MANAGEMENT, LLC
Full Contact Details
9258 Wealth Management LLC
4420 COOPER ROAD, SUITE 100, BLUE ASH, OH
513-791-9258
Other Info
9258 Wealth Management LLC, also known legally as 9258 WEALTH MANAGEMENT, LLC, is a limited liability company based in Ohio with 10 employees, 9 of whom serve in advisory positions. The firm is dedicated to providing wealth management services to its 3 clients. They have been approved by the U.S. Securities and Exchange Commission (SEC) and were registered on December 29, 2017.
9258 Wealth Management - 9258 Wealth Management
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Direct Owners
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ANDY JOHN ARMSTRONG
CHIEF COMPLIANCE OFFICER owns less than 5%
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MATTHEW RYAN TRANQUILLI
EVP, DIRECTOR OF RETAIL AND QUALIFIED PLAN OPERATIONS owns less than 5%
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SHAWN LUTHER FISHBAUGH
CHIEF INVESTMENT OFFICER owns less than 5%
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WALTER BISHOP LUNSFORD
PRESIDENT, CEO, AND MANAGING PARTNER owns 75% or more