9258 Wealth Management, LLC

9258 Wealth Management, LLC is a private wealth management firm dedicated to delivering customized financial solutions for individuals and businesses, focusing on strategic investment planning and wealth preservation. 9258 Wealth Management, LLC provides tailored wealth management services. Founded in 2017 in Cincinnati, US, the firm has engaged in a total of 1 deal, with the most recent deal dated October 18, 2024. The founder has a background in financial services, having previously established other financial advisory firms.

9258 Wealth Management, LLC specializes in comprehensive wealth management services, offering personalized financial planning and investment strategies aimed at meeting the unique needs of both individual and corporate clients. Their key services include private client services, corporate retirement plans, and institutional consulting, all designed to address diverse financial challenges at various stages of clients' lives. The firm focuses on a client-centric approach to align advisory services with clients' financial goals, and it serves clients in the US with a particular emphasis on the Midwest and Southeast regions where it has a strong presence. 9258 Wealth Management, LLC generates revenue through various fee structures tied to its wealth management services.

Clients typically engage the firm through advisory fees, which are determined based on assets under management (AUM) and service complexity. The firm's transaction model includes business-to-business (B2B) and direct-to-consumer engagements, facilitating flexibility for both institutional and individual investors. Their services, which encompass holistic financial planning and customized investment management, are priced based on client-selected service levels and financial products, fostering long-term relationships that support revenue stability. In October 2024, Waverly Advisors, LLC acquired 9258 Wealth Management, LLC, a move aimed at enhancing its financial planning services and expanding its market presence in Ohio, US.

This acquisition is part of a broader strategy to solidify Waverly Advisors’ offerings and extend its geographic reach, focusing on additional markets in the Midwest. The recent acquisition will leverage resources to develop new products and services, ensuring alignment with emerging client needs and market trends.