Investment adviser · CRD 154889

ESB WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

MANSFIELD, OH, United States · Form ADV filed Dec 16, 2015

Regulatory AUM
$122M
Form ADV · Item 5.F
Client accounts
215
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Dec 16, 2015. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Pension consulting · Educational seminars

Compensation

Percentage of assets

Principal office

111 PARK AVE. E
MANSFIELD, OH, 44902-0636, United States

CRD 154889

Filing source

Form ADV 956298 · Dec 16, 2015 · 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.