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Luke Brennan Fleming

Arg Private Wealth, LLC

Cincinnati, OH

CRD 7251976

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Employer firm

Arg Private Wealth, LLC CRD 336183

$280M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Arg Private Wealth, Llc

3825 Edwards Road Ste 650, Cincinnati, OH 45209 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-03-09
  • OH RA
    APPROVED
    Since 2026-03-09

Branch Locations

3825 Edwards Road Ste 650, Cincinnati, OH 45209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trinity Wealth Management Llc Cincinnati OH 01/2020 03/2026
Lifetime Financial Growth Cincinnati OH 06/2020 07/2020
Tri-State Plan Adminstration Cincinnati OH 01/2019 01/2020
Student Cincinnati OH 01/2015 01/2019
Arg Private Wealth, Llc Cincinnati OH 03/2026 Present
  • 01/2020 → 03/2026
    Cincinnati, OH
  • 06/2020 → 07/2020
    Lifetime Financial Growth
    Cincinnati, OH
  • 01/2019 → 01/2020
    Tri-State Plan Adminstration
    Cincinnati, OH
  • 01/2015 → 01/2019
    Student
    Cincinnati, OH
  • 03/2026 → Present
    Cincinnati, OH
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Luke Fleming

View on SEC IAPD

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