National Wealth Management Group, LLC
National Wealth Management Group, LLC (NWMG) is an independent SEC Registered Investment Advisor headquartered in Cincinnati, Ohio. Founded to serve both experienced independent financial advisors and individual clients, NWMG operates as a network of boutique wealth planning offices tailored around unique service models and backgrounds. As of 2025, the firm manages approximately $325.7 million in assets for over 2,000 clients and employs 19 people, most of whom are direct investors or brokers. NWMG supports advisors with affiliation and succession options while maintaining a client-centric and entrepreneurial culture.
Investment Strategy
NWMG provides comprehensive wealth management services through a network of independently operated boutique planning offices. The firm’s investment approach centers on customized guidance and long-term discipline, supporting clients’ diverse financial goals. While individual offices may maintain unique planning focuses, all operate with an emphasis on fiduciary responsibility, client service, and optimizing outcomes through tailored portfolio management, coordination with outside professionals, and case-by-case transition and succession planning for advisor teams.
Top Holdings
Equity Positions (157)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TCAF | T ROWE PRICE ETF INC | 6.44% | $11.5M | 325,947 | $30.82 | $35.28 | +$1.3M |
T TCHP | T ROWE PRICE ETF INC | 5.88% | $10.5M | 231,365 | $36.01 | $45.35 | +$1.9M |
I IVV | ISHARES TR | 4.96% | $8.9M | 14,259 | $507.87 | $620.90 | +$1.4M |
N NVDA | NVIDIA CORPORATION | 3.78% | $6.7M | 42,675 | $60.79 | $157.99 | +$2.1M |
Q QQQ | INVESCO QQQ TR | 3.63% | $6.5M | 11,738 | $413.57 | $551.64 | +$898.9K |