PPrivate Fund Data Log in Join · $37/mo

Todd Alan Poellein

Principal & Portfolio ManagerHoran Wealth, LLCCRD 4651556

About Todd Alan Poellein

Todd Alan Poellein is listed as Principal & Portfolio Manager at Horan Wealth, LLC in Cincinnati, OH. Form ADV reports a beneficial ownership band of 5-10%. Todd Alan Poellein is associated with 2 registered advisers.

Reported ownership

Owns 5-10% of Horan Wealth, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Todd Alan Poellein work?

Todd Alan Poellein is listed as Principal & Portfolio Manager at Horan Wealth, LLC on SEC Form ADV.

How much of Horan Wealth, LLC does Todd Alan Poellein own?

Form ADV reports a beneficial ownership band of 5-10%.

Horan Wealth, LLC

TitlePrincipal & Portfolio Manager
Ownership5-10%
Control personYes
Since2021

Horan Capital Advisors, LLC

TitleSenior Portfolio Manager
Ownership5-10%
Control personYes
Since2021