# National Wealth Management Group, LLC

> National Wealth Management Group, LLC is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 9, 2026.

- CRD: 174883
- Filed as: NATIONAL WEALTH MANAGEMENT GROUP, LLC
- Also doing business as: ALPINA FINANCIAL CONSULTANTS, LLC, GERARDI WEALTH MANAGEMENT, LLC, INFINITE WEALTH PLANNING, NWMG ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174883
- AdvisorCensus page: https://advisorcensus.com/firm/national-wealth-management-group-llc-cincinnati-oh-174883

## Quick answers

**How is National Wealth Management Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), National Wealth Management Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does National Wealth Management Group, LLC charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Flat fee: $2,000 to $5,000 a year (pension consulting agreements); Hourly rate: up to $500 an hour (financial planning); Flat fee: $100 to $15,000 (financial planning); Hourly rate: $100 to $500 an hour (Consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is National Wealth Management Group, LLC located?**
National Wealth Management Group, LLC's principal office is in Cincinnati, OH, according to its Form ADV; the October 2026 filing also lists 5 other offices (Schedule D, Section 1.F).

**Is National Wealth Management Group, LLC registered with the SEC or a state?**
National Wealth Management Group, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174883.

**How much does National Wealth Management Group, LLC manage?**
National Wealth Management Group, LLC reports $534,944,698 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (97% discretionary).

**How have National Wealth Management Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for National Wealth Management Group, LLC: Regulatory assets under management: $228,141,198 in the October 2021 data and $534,944,698 in the October 2026 data, up 134%. Total employees: 20 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does National Wealth Management Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,174); high net worth individuals (134); corporations or other businesses not listed above (6).

**Which custodians does National Wealth Management Group, LLC use?**
National Wealth Management Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., LPL Financial LLC and Wells Fargo Clearing Services, LLC as custodians holding 10% or more of its separately managed account assets.

**Does National Wealth Management Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174883

**What changed in National Wealth Management Group, LLC's recent Form ADV filings?**
In the October 2026 filing data: Added the business name NWMG Advisors.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Flat fee: $2,000 to $5,000 a year (pension consulting agreements)

> The minimum flat fee range is generally between $2,000 and $5,000 annually depending on the size, complexity and services offered.

- Hourly rate: up to $500 an hour (financial planning)

> NWMG charges an hourly fee up to $500 an hour or a flat fee typically ranging from $100 to $15,000 for financial planning depending on relevant circumstances.

- Flat fee: $100 to $15,000 (financial planning)

> NWMG charges an hourly fee up to $500 an hour or a flat fee typically ranging from $100 to $15,000 for financial planning depending on relevant circumstances.

- Hourly rate: $100 to $500 an hour (Consulting services)

> NWMG charges an hourly fee up to $500 an hour or a flat fee typically ranging from $100 to $15,000 for financial planning depending on relevant circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- LPL Financial LLC
- Wells Fargo Clearing Services, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $534,944,698
- Discretionary: $516,731,512
- Non-discretionary: $18,213,186

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,174 | $313,716,237 |
| High net worth individuals | 134 | $215,468,502 |
| Charitable organizations | Fewer than 5 | $1,226,467 |
| Other investment advisers | Fewer than 5 | $109,121 |
| Corporations or other businesses not listed above | 6 | $4,424,371 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2015 (11 years)
- Employees: 18 total, 18 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, MA, MD, MI, NC, NE, NH, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, VT, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Boca Raton, FL
- Coconut Creek, FL
- Gahanna, OH
- Indianapolis, IN
- Las Vegas, NV

### Websites listed on Form ADV (Item 1.I)
- alpinalpl.com
- gerardiwealth.com
- infinitewealthplanning.net
- jimlewiswm.com
- nwmgadvisors.com
- LinkedIn @infinite-wealth-planning-llc
- LinkedIn @nwmgadvisors
- LinkedIn @ben-nwmg
- LinkedIn @brent-gargano-cfp®-2067b573
- LinkedIn @markgargano
- LinkedIn @vincentpvaleriano
- LinkedIn @vivienneschleucpa

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $228,141,198 | 20 | September 17, 2021 |
| October 2022 | $236,000,187 | 20 | September 25, 2022 |
| October 2023 | $234,085,999 | 19 | March 5, 2023 |
| October 2024 | $296,852,355 | 19 | March 29, 2024 |
| October 2025 | $325,727,820 | 19 | May 1, 2025 |
| October 2026 | $534,944,698 | 18 | September 9, 2026 |

Regulatory assets under management: $228,141,198 in the October 2021 data and $534,944,698 in the October 2026 data, up 134%.
Total employees: 20 in October 2021 and 18 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Added the business name NWMG Advisors.

### April 2026
- No longer lists the business name Model Wealth Group, LLC.
- Employees performing advisory functions went from 17 to 18.
- Regulatory assets under management went from $325,727,820 to $534,944,698 (+64%).
- Changed its office addresses in Boca Raton, FL.
- Added an office in Indianapolis, IN.
- Added an office in Las Vegas, NV.
- No longer lists an office in Centerville, OH.
- No longer lists an office in Florence, KY.
- No longer lists an office in Palm Coast, FL.

### December 2025
- Registered or notice-filed in NV.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. National Wealth Management Group, LLC (CRD 174883): Form ADV filing data as of October 2026.