National Wealth Management Group, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

174883

SEC number

801-80983

Firm type

RIA

Assets under management

$534.9M as of Apr 2, 2026

Website

www.jimlewiswm.com ↗

Phone

513-772-2592

Address

11260 Chester Road, Cincinnati, OH, 45246-0002

Advisors at this firm

18 in our index · page 1 of 1

• Donald Michael BatemanCRD 4354433 · Cincinnati, OH
  IA RegisteredBroker
• Thomas James BrinkmannCRD 1288629 · Blue Ash, OH
  IA Registered
• Jon Patrick EwingCRD 2283838 · Cincinnati, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Brent Michael GarganoCRD 6304333 · Cincinnati, OH
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Mark Anthony GarganoCRD 4447940 · Brentwood, TN
  IA Registered
• Lisa J GerardiCRD 2358924 · Cincinnati, OH
  IA RegisteredBroker
• Matthew E HeitmanCRD 6304331 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Angela M. HowardCRD 4018960 · Gahanna, OH
  IA RegisteredBroker
• Noah Paul HensonCRD 6746862 · Cincinnati, OH
  IA RegisteredBroker
• Benjamin James JonesCRD 5156039 · Cincinnati, OH
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• James K LewisCRD 2551144 · Westfield, IN
  IA RegisteredRegistration inactive
• Ronna De La Cruz LaoCRD 4221940 · Coconut Creek, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Richard L MossCRD 4362407 · Cincinnati, OH
  IA RegisteredBroker
• Gerald Martin PepperCRD 2571372 · Coconut Creek, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Katherine Jo PetrelliCRD 4364419 · Palm Coast, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Vivienne Karin SchleuCRD 2670443 · Coconut Creek, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Philip Michael ValerianoCRD 2816457 · Las Vegas, NV
  IA RegisteredRegistration inactive
• Vincent ValerianoCRD 7654758 · Las Vegas, NV
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.