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CENTER FOR WEALTH MANAGEMENT ADVISORY

· CRD 171221 · IAPD ↗ · centerforwealthmanagement.com · (513) 407-5430

$227.8MRegulatory AUM
5Advisory reps
5Employees
3Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2025 — CENTER FOR WEALTH MANAGEMENT ADVISORY notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2024 — CENTER FOR WEALTH MANAGEMENT ADVISORY notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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