Investment adviser · CRD 129113
CASSADY SCHILLER WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
CINCINNATI, OH, United States · Form ADV filed Jun 10, 2024
- Regulatory AUM
- $517M Form ADV · Item 5.F
- Client accounts
- 900 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 127 | $457,805,673 | 88.5% |
| Individuals | 171 | $53,323,557 | 10.3% |
| Corporations & businesses | 5 | $5,382,560 | 1.0% |
| Pooled investment vehicles | 2 | $541,839 | 0.1% |
| Retirement plans | Fewer than 5 | $226,313 | 0.0% |
| Charities | Fewer than 5 | $133,656 | 0.0% |
Filing source
Form ADV 1882181 · Jun 10, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 10, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4555 LAKE FOREST DRIVE, SUITE 410CINCINNATI, OH, 45242, United States
CRD 129113
Filing source
Form ADV 1882181 · Jun 10, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.