Brass Tax Wealth Management

EST. AUM
$860,227,526

CONTACTS
2

CLIENT ACCOUNTS
2,872

Firm Details

Metro area Cincinnati
CRD Number 285249
Website waverly-advisors.com
Client types

Overview

Brass Tax Wealth Management (BTWM) is an independent financial group located in Cincinnati, Ohio, that provides tailored income solutions. The firm applies family office principles with over 40 years of financial management experience to help clients create, preserve, and manage wealth. Its origins trace back to 1982 with the establishment of Schulte & Uhrig, CPAs, and later the formation of Schulte Financial Group, LLC in 2003. Led by Nick and Leah Schulte, BTWM continues to deliver a broad range of financial services. Birmingham, AL-based RIA Waverly Advisors acquires BTWM, a Blue Ash, Ohio firm managing $465 million in client assets, further expanding Waverly’s national footprint.

Platform Details

See in Dakota

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Alternative Activity

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Brass Tax Wealth Management

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