← Tributary

JENTNER WEALTH MANAGEMENT

AKRON, OH · CRD 105248 · IAPD ↗ · 330-668-1000

$575.1MRegulatory AUM
5Advisory reps
10Employees
0Clients
251-500Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
August 2025 — JENTNER WEALTH MANAGEMENT (AKRON, OH) left the SEC roster (was $575.1M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
70
April 2024 — JENTNER WEALTH MANAGEMENT crossed $500M in regulatory AUM ($481.1M -> $522.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.