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NATIONAL WEALTH MANAGEMENT GROUP, LLC

CINCINNATI, OH · CRD 174883 · IAPD ↗ · 513-772-2592

$534.9MRegulatory AUM
18Advisory reps
18Employees
18Clients
51-100Planning clients
0Private funds
29States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
May 2026 — NATIONAL WEALTH MANAGEMENT GROUP, LLC now reports custody of client assets ($935,150).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
28
April 2026 — NATIONAL WEALTH MANAGEMENT GROUP, LLC changed its website from modelwealthgroup.com to jimlewiswm.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
April 2026 — NATIONAL WEALTH MANAGEMENT GROUP, LLC crossed $500M in regulatory AUM ($325.7M -> $534.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
28
December 2025 — NATIONAL WEALTH MANAGEMENT GROUP, LLC changed its website from nwmgllc.com to modelwealthgroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
December 2025 — NATIONAL WEALTH MANAGEMENT GROUP, LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — NATIONAL WEALTH MANAGEMENT GROUP, LLC notice-filed in CO, MD, PA, VA, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — NATIONAL WEALTH MANAGEMENT GROUP, LLC reported RAUM up 27% ($234.1M -> $296.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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