# Ferraro Wealth Management, LLC

> Ferraro Wealth Management, LLC is a state-registered investment advisory firm in Dublin, OH, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 308015
- Filed as: FERRARO WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dublin, OH
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/308015
- AdvisorCensus page: https://advisorcensus.com/firm/ferraro-wealth-management-llc-dublin-oh-308015

## Quick answers

**How is Ferraro Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ferraro Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Ferraro Wealth Management, LLC located?**
Ferraro Wealth Management, LLC's principal office is in Dublin, OH, according to its Form ADV.

**Is Ferraro Wealth Management, LLC registered with the SEC or a state?**
Ferraro Wealth Management, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 308015.

**How much does Ferraro Wealth Management, LLC manage?**
Ferraro Wealth Management, LLC reports $105,022,225 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary).

**What types of clients does Ferraro Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (57); individuals (other than high net worth individuals) (36); charitable organizations (1).

**Does Ferraro Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/308015

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $105,022,225
- Discretionary: $105,022,225
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $15,301,034 |
| High net worth individuals | 57 | $89,672,895 |
| Charitable organizations | 1 | $48,296 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ferraro Wealth Management, LLC (CRD 308015): Form ADV filing data as of October 2026.