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Employer firm

Barnes Dennig Private Wealth Management, LLC CRD 328496

$188M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Barnes Dennig Private Wealth Management, Llc

150 East 4Th Street Third Floor, Cincinnati, OH 45202 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-27
KY RA APPROVED 2025-02-21
IN RA APPROVED 2024-11-19
OH RA APPROVED 2024-11-19
  • FL RA
    APPROVED
    Since 2025-03-27
  • KY RA
    APPROVED
    Since 2025-02-21
  • IN RA
    APPROVED
    Since 2024-11-19
  • OH RA
    APPROVED
    Since 2024-11-19

Branch Locations

2617 Legends Way Suite 100, Crestview Hills, KY 41017 • United States

150 East 4Th Street Third Floor, Cincinnati, OH 45202 • United States

150 East 4Th Street Third Floor, Cincinnati, OH 45202 • United States

40 N Main Street Suite 2000, Dayton, OH 45423 • United States

8470 Allison Pointe Boulevard Suite 200, Indianapolis, IN 46250 • 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
Barnes Dennig & Co. Cincinnati OH 01/2014 Present
Biechele Royce Advisors Crestview Hills KY 11/2017 Present
Barnes Dennig Private Wealth Management Crestview Hills KY 07/2024 Present
  • 01/2014 → Present
    Barnes Dennig & Co.
    Cincinnati, OH
  • 11/2017 → Present
    Biechele Royce Advisors
    Crestview Hills, KY
  • 07/2024 → Present
    Barnes Dennig Private Wealth Management
    Crestview Hills, KY
Previous Registrations
  • 2017-11-22 → 2025-02-21
    Biechele Royce Advisors, Inc.
    Crestview Hills, KY
Other Businesses

Barnes Dennig, Partner of a CPA firm. WORKS 150 HRS/MONTH. NON-INVESTMENT RELATED.

Designations
  • Personal Financial Specialist
Other Names
  • Andrew Joseph Bertke

View on SEC IAPD

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