CINCINNATI WEALTH MANAGEMENT, INC.

Overview

Cincinnati Wealth Management, Inc. is an independent registered investment adviser that focuses on fee-based financial planning and discretionary portfolio management for individual and family clients, as well as small businesses. The firm operates on a blended fee model—percentage of AUM alongside hourly charges—which aligns with a client base seeking ongoing investment oversight together with project-based planning work. Cincinnati Wealth Management, Inc. reports no active ESG program, is not a capital allocator, and is structured under individual ownership. Investment activity is concentrated and manager-driven: the firm’s publicly reported asset mix is dominated by pooled public funds and mutual funds, and it supplements those core holdings with allocations to third‑party alternative managers in hedge funds and real estate when appropriate. Advisory services emphasize tailored portfolios for a small number of high-net-worth households, with discretionary account management representing the entirety of reported AUM.

Assets & Accounts

Investments & Alternatives

Location & Offices