Assets Under Management
$698.2M
Number of Clients
1,486
Number of Advisors
N/A
Average Client AUM
$470K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
HORAN Wealth Management (HWM) is an SEC Registered Investment Adviser offering asset management, financial planning, and consulting services. They primarily serve high-net-worth individuals and institutions, requiring a minimum opening investment account size of $100,000. HWM also provides retirement plan advisory services to ERISA plan fiduciaries and participants.
8044 Montgomery Rd, Ste 640, Cincinnati, OH, 45236