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9258 WEALTH MANAGEMENT, LLC

BLUE ASH, OH · CRD 290693 · IAPD ↗ · 513-791-9258

$1.03BRegulatory AUM
10Advisory reps
18Employees
76Clients
101-250Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
January 2025 — 9258 WEALTH MANAGEMENT, LLC (BLUE ASH, OH) left the SEC roster (was $1.03B RAUM, 10 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
63
April 2024 — 9258 WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2024 — 9258 WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($883.2M -> $1.03B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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