Wyoming Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wyoming Wealth Management provides investment advisory and integrated financial planning to individuals, high‑net‑worth clients, families, trusts, estates, charitable organizations, businesses, and retirement/pension plans. Services described in the brochure include discretionary and non‑discretionary portfolio management, financial planning that is incorporated into advisory services, and retirement/pension plan consulting.
The firm emphasizes a strategic asset allocation approach implemented through a proprietary methodology and uses mutual funds, ETFs, individual equities and options to construct diversified portfolios, with ongoing monitoring and periodic rebalancing. Wyoming Wealth Management applies a mix of analytical techniques—technical, fundamental, cyclical, quantitative and qualitative—and reviews client plans and portfolios at least annually to align investments with each client’s risk tolerance and time horizon.
Distinctive elements relative to many independent advisors include a formal retirement/pension consulting practice that can provide plan‑level and participant‑level advice, performance monitoring, investment policy statements, and participant education (meetings and seminars), and the ability to serve as a 3(21) or 3(38) ERISA fiduciary when negotiated. The firm operates on a fee‑only, AUM‑based billing model and maintains a written business continuity arrangement (a buy/sell agreement) with another advisory firm, a continuity mechanism not commonly highlighted by peers.
Client services
Expertise
Fee options
$0 - $750,000: 1.00% $750,001 - $1,500,000: 0.75% $1,500,001 - $2,500,000: 0.60% $2,500,001 - $5,000,000: 0.50% $5,000,001+: Negotiated
Fee-only: Fee-only investment advisory firm; fees based on tiered AUM schedule as above; retirement/pension plan consulting fees negotiated up to 1.00% of plan assets.
Main office
504 Wyoming Ave, 2nd Floor
Cincinnati OH 45215
Advisors at this office
1
Most active in
Indiana · Kentucky · Ohio · Texas
Also doing business as
Wwm · Wyoming 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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)