| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin James Jones Control | Managing Director And Ceo | 50-75% | 2018 |
| Nancy Johnson Jones Control | Chief Compliance Officer | Under 5% | 2025 |
| Vivienne Karin Schleu Control | Managing Director / Chief Financial Officer / Member | 50-75% | 2015 |
National Wealth Management Group, LLC reports $325.7 million in regulatory assets under management on its Form ADV.
National Wealth Management Group, LLC reports 19 employees.
National Wealth Management Group, LLC is based in Cincinnati, OH and has been SEC-registered since 2015.
National Wealth Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 11260 Chester Road, Suite 250, Cincinnati, OH 45246-0002 |
| Phone | 513-772-2592 |
| Fax | 513-772-0419 |
| Office hours | 9-5 (Appointment Only) |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $315.9M |
| Non-discretionary | $9.8M |
| Total (RAUM) | $325.7M |