Adviser Profile

As of Date 03/16/2021
Registration status Registration Changed to FIFTH THIRD WEALTH ADVISORS LLC
ADV Location CINCINNATI, OH, United States
AUM* 0
of that, discretionary 0
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days

Client Types

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions

Reported AUM

1 1 1 1
2021
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name COHEN & COMPANY Filing Date08/27/2025 Form ADV-E View Report
Accounting Firm Name COHEN & COMPANY Filing Date01/24/2025 Form ADV-E View Report
Accounting Firm Name COHEN & COMPANY Filing Date10/27/2023 Form ADV-E View Report
Accounting Firm Name COHEN & COMPANY Filing Date03/29/2023 Form ADV-E View Report

Brochure Summary