| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Joseph Bertke Control | Director, Senior Wealth Manager | Under 5% | 2024 |
| Barnes, Dennig & Co., Ltd. Control | Member | Over 75% | 2014 |
| Feisal Ahmed Khan Malik | Chief Compliance Officer | Under 5% | 2025 |
Barnes Dennig Private Wealth Management, LLC reports $102.8 million in regulatory assets under management on its Form ADV.
Barnes Dennig Private Wealth Management, LLC reports 7 employees.
Barnes Dennig Private Wealth Management, LLC is based in Cincinnati, OH and has been SEC-registered since 2024.
Barnes Dennig Private Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 150 East 4th Street, Third Floor, Cincinnati, OH 45202 |
| Phone | (513) 241-8313 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $99.4M |
| Non-discretionary | $3.4M |
| Total (RAUM) | $102.8M |