WYOMING WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- CINCINNATI, Ohio
- CRD number
- 306132
- Website
- www.wyomingwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals50.93%
- HNWI49.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wyoming Wealth Management, LLC operates as an independent registered investment adviser organized as an LLC with individual ownership. The firm serves primarily individual and family clients and charges fees based on a percentage of assets under management. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting, and client education through seminars and workshops. The firm reports it is not an active ESG investor, does not operate across multiple states, and is not positioned as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Public Funds/Mutual Funds42%
- Cash & Cash Equivalents3%
Contacts
1 of 1Jeroen van Leersum
Principal & Financial AdvisorCRD 6675882
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CINCINNATI, OH
HAMILTON
Location
CINCINNATI, OH
Headquartered in CINCINNATI, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- HAMILTON
- Address
- 504 Wyoming Ave
- Time zone
- ET (UTC-5)
- Office locations
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