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FIFTH THIRD WEALTH ADVISORS LLC

CINCINNATI, OH · CRD 313015 · IAPD ↗ · (513) 268-8380

$7.80BRegulatory AUM
58Advisory reps
83Employees
0Clients
101-250Planning clients
3Private funds
51States
8Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — FIFTH THIRD WEALTH ADVISORS LLC added office(s): 10 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2026 — FIFTH THIRD WEALTH ADVISORS LLC reported RAUM up 28% ($6.08B -> $7.80B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
April 2026 — FIFTH THIRD WEALTH ADVISORS LLC reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
76
April 2026 — FIFTH THIRD WEALTH ADVISORS LLC grew from 52 to 58 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2025 — FIFTH THIRD WEALTH ADVISORS LLC added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — FIFTH THIRD WEALTH ADVISORS LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2025 — FIFTH THIRD WEALTH ADVISORS LLC crossed $1B in regulatory AUM ($571.7M -> $6.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
April 2025 — FIFTH THIRD WEALTH ADVISORS LLC grew from 37 to 52 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2024 — FIFTH THIRD WEALTH ADVISORS LLC added office(s): 6 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2024 — FIFTH THIRD WEALTH ADVISORS LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — FIFTH THIRD WEALTH ADVISORS LLC crossed $500M in regulatory AUM ($101.9M -> $571.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2024 — FIFTH THIRD WEALTH ADVISORS LLC now reports 5 private fund(s) ($9.1M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
83
April 2024 — FIFTH THIRD WEALTH ADVISORS LLC grew from 13 to 37 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
February 2024 — FIFTH THIRD WEALTH ADVISORS LLC notice-filed in AK, AR, DC, HI, IA, ID, KS, ME, MI, MO, MS, MT, ND, NE, OR, SD, TN, VA, WV, WY.
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.