NATIONAL WEALTH MANAGEMENT GROUP, LLC

11260 Chester Road
Suite 250
Cincinnati, Ohio 45246-0002
Tel: 513-772-2592

About NATIONAL WEALTH MANAGEMENT GROUP, LLC

NATIONAL WEALTH MANAGEMENT GROUP, LLC, formally registered with the SEC as NATIONAL WEALTH MANAGEMENT GROUP, LLC. The firm was established in 02/19/2015. They have over 8 offices throughout the country.

NATIONAL WEALTH MANAGEMENT GROUP, LLC is a Cincinnati, Ohio based Financial Planning firm with nearly $296,852,355 assets under management, offering retirement planning & investment advisory services to 2242 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	174883
SEC#	801-80983
Assets Managed by Firm	$296,852,355
No. of Clients	2242
No. of Advisors	19

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (HOURLY CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	2242	$296,852,355
Individuals (other than high net worth individuals)	1070	$182,468,209
High net worth individuals	99	$106,836,594
Charitable organizations	Fewer than 5 clients	$549,101
Other investment advisers	Fewer than 5 clients	$121,541
Corporations or other businesses	9	$6,876,910

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MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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