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BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC

CINCINNATI, OH · CRD 328496 · IAPD ↗ · barnesdennigprivatewealth.com · (513) 241-8313

$188.2MRegulatory AUM
3Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC reported RAUM up 83% ($102.8M -> $188.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
March 2025 — BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2025 — BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC shrank from 6 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
February 2025 — BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
August 2024 — BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC (CINCINNATI, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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