Barnes Dennig Private Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$183,584,880
Clients
191
Advisors
3
across 2 offices
About
Barnes Dennig Private Wealth Management (BDPW) provides personalized investment advisory services, retirement plan management, and retirement plan consulting to individuals, high‑net‑worth clients, trusts, estates, business entities, and retirement plans. The firm reports approximately $188 million in assets under management and delivers ongoing portfolio supervision, reporting, and coordination with clients’ other advisors.
BDPW structures relationships around a formal Discovery process to capture a client’s financial profile and investment suitability, and typically implements recommendations by engaging third‑party sub‑advisers whose strategies the firm selects, monitors, and reviews. Accounts are generally managed on a discretionary basis, with at least annual reviews and coordination with clients’ legal and tax professionals.
The firm is owned by Barnes, Dennig & Co., a full‑service accounting firm, and the brochure discloses a formal referral relationship with that parent, noting that some wealth managers are also CPAs of the parent firm and that internal referral compensation programs exist and are disclosed to clients. The firm’s disclosures also indicate its marketing materials include performance presentations — including hypothetical and historical results — and the use of endorsements, practices that are less common among similar supported advisers.
Client services
Expertise
Fee options
Retirement plan consulting services fees generally range from 0.25% to 0.50% of plan assets, flat fee structure, negotiable.
$0 - $1,000,000.00: 1.35% annually $1,000,000.01 - $2,000,000.00: 1.25% annually $2,000,000.01 - $3,000,000.00: 0.90% annually $3,000,000.01 - $5,000,000.00: 0.70% annually $5,000,000.01 - $10,000,000.00: 0.50% annually $10,000,000.01 - $25,000,000.00: 0.30% annually $25,000,000.01+: 0.275% annually
Account minimum: $250,000
Main office
See office150 East 4th Street, Third Floor
Cincinnati OH 45202
Advisors at this office
2
Offices (2)
Most active in
California · Colorado · Florida · Georgia · Indiana · Kentucky · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · Washington
Also doing business as
Barnes Dennig Financial Services, LLC. · Barnes Dennig Private Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
George S
PFS™, Series 63
Cincinnati, OH
Barnes Dennig Private Wealth Management, LLC
George Sparks Jr. is a financial advisor with Barnes Dennig Private Wealth Management, LLC in Cincinnati, OH. He holds the PFS™ and Series 63 designations and has seven years of industry experience. Prior to joining Barnes Dennig Private Wealth Management, he worked for Biechele Royce Advisors. Outside of his advisory role, he has a minority ownership interest in an adult daycare center. Barnes Dennig Private Wealth Management provides personalized investment advisory services and retirement plan management to individuals, high-net-worth clients, trusts, estates, business entities, and retirement plans. The firm employs a formal Discovery process to assess clients’ financial profiles and typically uses third-party sub-advisers to implement investment strategies, managing accounts on a discretionary basis with regular reviews.
Ryan L
PFS™, Series 65
Crestview Hills, KY
Barnes Dennig Private Wealth Management, LLC
Ryan Lauer is a financial advisor at Barnes Dennig Private Wealth Management, LLC with one year of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Barnes Dennig Private Wealth Management, he worked at Deloitte Tax LLP for seven years. Barnes Dennig Private Wealth Management provides personalized investment advisory services, retirement plan management, and consulting to individuals, trusts, estates, business entities, and retirement plans. The firm employs a structured Discovery process and works with third-party Sub-Advisers to tailor portfolio strategies, managing approximately $102.8 million in assets across 166 clients.
Andrew B
PFS™
Cincinnati, OH
Barnes Dennig Private Wealth Management, LLC
Andrew Bertke is a PFS™ credentialed advisor with eight years of industry experience. He is a partner at Barnes Dennig, a CPA firm, where he works in a non-investment capacity. Bertke has been with Barnes Dennig Private Wealth Management since 2024 and previously worked at Biechele Royce Advisors. Barnes Dennig Private Wealth Management offers personalized investment advisory, retirement plan management, and consulting services to individuals, high-net-worth clients, trusts, estates, business entities, and retirement plans. The firm employs a formal Discovery process to assess clients’ financial situations, typically using third-party sub-advisers to implement investment strategies, and provides ongoing portfolio supervision and coordination with clients’ other advisors.
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