National Wealth Management Group LLC
Legal Name: NATIONAL WEALTH MANAGEMENT GROUP, LLC
Full Contact Details
National Wealth Management Group LLC
11260 CHESTER ROAD, SUITE 250, CINCINNATI, OH
513-772-2592
513-772-0419
Other Info
National Wealth Management Group LLC, an Ohio Limited Liability Company, boasts a team of 20 employees and serves 162 clients, with 13 employees directly involved in advisory roles. Their SEC status as Approved is backed by a registration date of Feb 19, 2015, giving clients confidence in the firm's stability and professionalism.
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Direct Owners
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BENJAMIN JAMES JONES
MANAGING DIRECTOR AND SENIOR COMPLIANCE OFFICER owns more than 5% but less than 10%
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GARY EDWARD MATHEWS
MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER/ MEMBER owns more than 50% but less than 75%
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VIVIENNE KARIN SCHLEU
MANAGING DIRECTOR / CHIEF FINANCIAL OFFICER / MEMBER owns more than 25% but less than 50%