Wealth Advisors Of Cincinnati, LLC (Ft. Mitchell)


Wealth Advisors Of Cincinnati, LLC is a large advisory firm based in Ft. Mitchell. It manages $221.93 million of regulatory assets for 318 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Indiana, Kentucky, and Ohio.

Wealth Advisors Of Cincinnati provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wealth Advisors Of Cincinnati: assets under management

The assets under management (AUM) of Wealth Advisors Of Cincinnati, LLC is $221.93 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 454% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $221.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $697.88 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wealth Advisors Of Cincinnati, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wealth Advisors Of Cincinnati, LLC

Wealth Advisors Of Cincinnati, LLC is owned by Donald Charles Fritz. Michael Louis Simon has been acting as President since 1 Apr 1999. Michael Theodore Moore joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Donald Charles Fritz Member/owner 1 Jan 1999 Other 4365607
Ted Joseph Funk Member/owner 1 Jan 1999 Other 3090212
Thomas Shelley Moore Member/owner 1 Jan 1999 Other 3087519
Thomas Jay Ruberg Member/owner 1 Jan 1999 Other 4365614
Andrew James Vonlehman Member/owner 1 Jan 1999 Other 4365618
Mark William Weber Member/owner 1 Jan 1999 Other 3087527
Michael Earl Wilson Member/owner 1 Jan 1999 Other 4365622
Michael Louis Simon Member/president 1 Apr 1999 Other 4365604
Leisa Ann Malthouse Member/owner 1 Sep 2000 Other 4365627
Christian Adrian Lucas Member/owner 1 Jul 2004 Other 3259194
Jennifer Lynn Stowe Chief compliance officer 1 Jul 2004 Other 2517611
Brian David Malthouse Member/owner 1 May 2005 Other 3090180
Michael Theodore Moore Chief compliance officer 1 Mar 2006 Other 1711030

Based in Ft. Mitchell

The principal office where Wealth Advisors Of Cincinnati, LLC performs its advisory services is located at 250 Grandview Drive, Suite 175, Ft. Mitchell, KY 41017, which is also the mailing address of the firm. An additional office of the firm is in Cincinnati, OH. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 859-957-1803 or by fax 859-957-1810. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.wealthadvisorsonline.com.

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