Esb Wealth Management, LLC is a large advisory firm based in Mansfield. It manages $117.75 million of regulatory assets for 105 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Ohio and Washington.
Esb Wealth Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Esb Wealth Management, LLC is $117.75 million. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Esb Wealth Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and pension and profit sharing plans. The largest group of clients of Esb Wealth Management is pension and profit sharing plans with 85 clients and $112.75 million of assets under management. Among the 9 most similar advisory firms, Esb Wealth Management has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $117.75 million for 110 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Esb Wealth Management doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Esb Wealth Management, LLC performs its advisory services is located at 111 Park Avenue East, Mansfield, OH 44902, which is also the mailing address of the firm. An additional office of the firm is in Federal Way, WA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 419-525-3961 or by fax 419-525-0098. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at esbwealth.com/.