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The Bottom Line Wealth Management Ltd. CRD 313232
$6.25M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2600 N. Reynolds Road Suite 103B, Toledo, OH 43615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
| IN | RA | APPROVED | 2021-03-29 |
| OH | RA | APPROVED | 2021-03-19 |
Branch Locations
2600 N. Reynolds Road Suite 103B, Toledo, OH 43615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sunrift Capital Partners Llc | Plainfield | IN | 03/2019 | Present |
| Capeveril Ii & Associates | Toledo | OH | 03/2012 | Present |
| The Bottom Line Wealth Management Ltd. | Toledo | OH | 02/2021 | Present |
| Retirement Income Consultants | Toledo | OH | 08/2019 | Present |
CAPAVERIL II & ASSOCIATES; INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES AND SERVICES; TOLEDO, OH; START 03/2012; APPROXIMATELY 160 HOURS SPENT PER MONTH; 130 HOURS DURING TRADING. Retirement Income Consultants; Toledo, OH; Investment Related; Insurance Agent; Fixed Insurance Sales; Approximately 40 hours per month spent; Approximately 30 hours spent during security trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-29 |
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