Torch Wealth Management LLC
Legal Name: TORCH WEALTH MANAGEMENT LLC
Full Contact Details
Torch Wealth Management LLC
4500 COOPER ROAD, SUITE 201, CINCINNATI, OH
513-285-7080
513-322-4565
Other Info
Torch Wealth Management LLC, an Ohio-based Limited Liability Company founded in 2013, has a team of four professionals, three of which serve in advisory roles. The number of clients this firm serves is undisclosed. The most recent record on the U.S. Securities and Exchange Commission shows that the company's registration was approved on August 22, 2013.
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Direct Owners
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DONALD LEE KELLER
MEMBER, CHIEF INVESTMENT OFFICER owns more than 25% but less than 50%
-
EDWARD MICHAEL HABERER
MEMBER/PRESIDENT owns more than 25% but less than 50%
-
ELIZABETH A DAYTER
MEMBER/DIRECTOR OF CLIENT SERVICES owns more than 25% but less than 50%
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IRENE MCDONOUGH DAKE
MANAGING MEMBER, CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
Firms Located Nearby
- American Money Management Corporation "Ammc"
- John D Dovich & Associates LLC
- Schulhoff & Co Inc
- Eagle Realty Capital Partners LLC
- Wealth Dimensions Group Ltd
- Madison Financial Advisors Ltd
- Touchstone Advisors Inc
- Cassady Schiller Wealth Management LLC
- Bartlett & Co Wealth Management LLC
- Bolan Capital Management LLC
Top Holdings
- PROCTER & GAMBLE CO $11,679k
- ISHARES TR CORE S&P MCP ETF $8,457k
- Apple Inc $7,941k
- ISHARES TR CORE S&P SCP ETF $7,579k
- SELECT SECTOR SPDR $4,521k
- DISNEY WALT CO $4,158k
- VISA INC COM CL A $3,840k
- ORACLE CORP $3,704k
- JPMORGAN CHASE & CO $3,190k
- JOHNSON & JOHNSON $3,122k