Managing Director / Chief Financial Officer / Member · National Wealth Management Group, LLC
Vivienne K. Schleu
CRD 2670443 · Named on Form ADV at one SEC-registered adviser
At a glance
National Wealth Management Group, LLC, an SEC-registered wealth manager based in Cincinnati, OH with $535 million in regulatory assets, lists Vivienne K. Schleu on its Form ADV as Managing Director / Chief Financial Officer / Member, a control person.
Firms and roles
- National Wealth Management Group, LLCManaging Director / Chief Financial Officer / MemberWealth manager · Cincinnati, OH · $535M in regulatory assets
AtlasMembers
Vivienne’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Benjamin J. JonesManaging Director and CEO, National Wealth Management Group, LLC
- Nancy Johnson JonesChief Compliance Officer, National Wealth Management Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Vivienne’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.