9258 WEALTH MANAGEMENT, LLC

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9258 Wealth Management is based out of Blue Ash. 9258 Wealth Management is a large advisory firm with 655 clients and discretionary assets under management (AUM) of $329,386,164 (Form ADV from 2018-11-15). Their last reported 13F filing for Q4 2018 included $103,554,000 in managed 13F securities and a top 10 holdings concentration of 23.79%. 9258 Wealth Management's largest holding is Procter & Gamble Co. (OH) (1905) with shares held of 55,008. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

9258 WEALTH MANAGEMENT, LLC
4420 COOPER ROAD SUITE 100
BLUE ASH OH    45242
Country: United States

Business Phone: 513-791-9258
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: OH
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 9,135,280
Total Number of Clients: 655
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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