# The Bottom Line Wealth Management Ltd.

> The Bottom Line Wealth Management Ltd. is a state-registered investment advisory firm in Toledo, OH, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 313232
- Filed as: THE BOTTOM LINE WEALTH MANAGEMENT LTD.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Toledo, OH
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313232
- AdvisorCensus page: https://advisorcensus.com/firm/the-bottom-line-wealth-management-ltd-toledo-oh-313232

## Quick answers

**How is The Bottom Line Wealth Management Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), The Bottom Line Wealth Management Ltd. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is The Bottom Line Wealth Management Ltd. located?**
The Bottom Line Wealth Management Ltd.'s principal office is in Toledo, OH, according to its Form ADV.

**Is The Bottom Line Wealth Management Ltd. registered with the SEC or a state?**
The Bottom Line Wealth Management Ltd. is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 313232.

**How much does The Bottom Line Wealth Management Ltd. manage?**
The Bottom Line Wealth Management Ltd. reports $6,250,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does The Bottom Line Wealth Management Ltd. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (250).

**Does The Bottom Line Wealth Management Ltd. 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/313232

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $6,250,000
- Discretionary: $6,250,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 250 | $6,250,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL, GA, IN, MI, NC, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- theblwm.com
- Facebook @the-bottom-line-wealth-management-ltd-104479308354938
- LinkedIn @bottom-line-wealth-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Bottom Line Wealth Management Ltd. (CRD 313232): Form ADV filing data as of October 2026.