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Ajd Wealth CRD 328624
$24.2M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Cincinnati, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-04 |
| OH | RA | APPROVED | 2023-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2013 | 03/2017 |
| Northwestern Mutual Investment Services Llc | Cincinnati | OH | 10/2014 | 03/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2016 | 03/2017 |
| Truepoint Inc. | Cincinnati | OH | 07/2017 | 08/2023 |
| Rhinevest | Cincinnati | OH | 07/2017 | 08/2023 |
| Truwealth Planning | Cincinnati | OH | 03/2017 | 07/2017 |
| Ajd Wealth Management, Llc | Cincinnati | OH | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-17 |
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