FIFTH THIRD WEALTH ADVISORS LLC

38 Fountain Square Plaza
Cincinnati, Ohio 45263
Tel: (513) 534-7452

About FIFTH THIRD WEALTH ADVISORS LLC

FIFTH THIRD WEALTH ADVISORS LLC, formally registered with the SEC as FIFTH THIRD WEALTH ADVISORS LLC. The firm was established in 08/17/2021. They have over 10 offices throughout the country.

FIFTH THIRD WEALTH ADVISORS LLC is a Cincinnati, Ohio based Financial Planning firm with nearly $571,665,625 assets under management, offering retirement planning & investment advisory services to 389 clients. The firm is staffed with 47 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313015
SEC#	801-122096
Assets Managed by Firm	$571,665,625
No. of Clients	389
No. of Advisors	47

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	389	$571,665,625
Individuals (other than high net worth individuals)	47	$20,022,433
High net worth individuals	196	$456,452,346
Pension and profit sharing plans	1	$1,067,987
Charitable organizations	2	$2,963,794
Corporations or other businesses	9	$82,104,459

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