| Name | Title | Ownership | Since |
|---|---|---|---|
| David Allan Eltringham Control | Managing Director | 50-75% | 2018 |
| Matthew David Eltringham Control | Managing Director / Cco | 25-50% | 2018 |
Eltringham Wealth Partners, LLC reports $146 million in regulatory assets under management on its Form ADV.
Eltringham Wealth Partners, LLC reports 6 employees.
Eltringham Wealth Partners, LLC is based in Blue Ash, OH and has been SEC-registered since 2024.
Eltringham Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4755 Lake Forest Drive, Suite 220, Blue Ash, OH 45212 |
| Phone | 513-328-0272 |
| Office hours | 8:30-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $145.2M |
| Non-discretionary | $805K |
| Total (RAUM) | $146M |