9258 Wealth Management, LLC
9258 Wealth Management, LLC (CRD# 290693) is a financial advisory firm headquartered in Blue Ash, OH. They manage $1,033,822,730 in 3,274 accounts and serve the financial needs of clients across 17 states (or territories).
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Total Assets Under Management1,034MILLION
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Total Number of Accounts3,274ACCOUNTS
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Average Account Value$315,767
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
CA, CO, FL, GA, IL, IN, KY, MI, MN, NC, NY, OH, SC, TN, TX, VA, WI
Peter Bohrofen (CRD# 5669582) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Blue Ash, OH and has over 14 years of experience in the finance industry.
Thomas Finley (CRD# 3258696) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Blue Ash, OH and has over 19 years of experience in the finance industry.
William Groth (CRD# 2871558) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Hamilton, OH and has over 26 years of experience in the finance industry.
Dean Johns (CRD# 6113632) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Blue Ash, OH and has 1 year of experience in the finance industry.
Walter Lunsford (CRD# 1070860) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Blue Ash, OH and has over 40 years of experience in the finance industry.
Jacob Petrie (CRD# 6458744) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Blue Ash, OH and has over 9 years of experience in the finance industry.
Clayton Reynolds (CRD# 6117316) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Blue Ash, OH and has over 11 years of experience in the finance industry.
Cathy Waters (CRD# 3090560) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Hamilton, OH and has over 25 years of experience in the finance industry.
Joseph Belew (CRD# 4596624) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Blue Ash, OH and has 1 year of experience in the finance industry.
Dinah Bird (CRD# 2131274) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Blue Ash, OH and has over 33 years of experience in the finance industry.