Cassady Schiller Wealth Management LLC
Legal Name: CASSADY SCHILLER WEALTH MANAGEMENT, LLC
Full Contact Details
Cassady Schiller Wealth Management LLC
4555 LAKE FOREST DRIVE, SUITE 400, CINCINNATI, OH
513-483-6652
513-483-6690
Other Info
Cassady Schiller Wealth Management LLC, also known as CASSADY SCHILLER WEALTH MANAGEMENT, LLC, is a Limited Liability Company operating in Ohio with six employees, all of whom serve in advisory roles. Despite its relatively small size, it currently serves two clients and has obtained SEC approval, with a registration date of March 20, 2017.
Direct Owners
-
BRIAN CHRISTOPHER STAUTBERG
MEMBER owns more than 10% but less than 25%
-
DAVID JOHN CASSADY
MEMBER owns more than 10% but less than 25%
-
HARRY RUEGER IV
MEMBER owns less than 5%
-
HEATHER MARIE BUCHER
MEMBER owns less than 5%
-
JAMES BARRY MCGRATH
MEMBER owns more than 10% but less than 25%
-
JOHN HEMP EBERHART
MEMBER owns more than 10% but less than 25%
-
MARC JAMES WAMBAUGH
CHIEF COMPLIANCE OFFICER owns less than 5%
-
MICHAEL WILLIAM CLARK
MANAGING MEMBER, PRESIDENT owns more than 10% but less than 25%
-
ROBERT MATTHEW SCHILLER
MEMBER owns less than 5%
-
SARA JANE EVANS
MEMBER owns more than 10% but less than 25%
Firms Located Nearby
- Total Wealth Planning LLC
- Alpha Investment Management
- Torch Wealth Management LLC
- American Money Management Corporation "Ammc"
- Siena Capital LLC
- Future Financial Wealth Management Group LLC
- Orchard Holdings Group LLC
- The Retirement Corporation of America
- Souders Financial Advisors LLC
- Fund Evaluation Group LLC