FIFTH THIRD WEALTH ADVISORS LLC

CRD

313015

SEC file #

801-122096

EIN

861254229

DBA names

—

Economics

AUM

$7.80B

AUM band

$1B+

AUM trajectory

'23 · $1.1M

'25 · $6.08B

'26 · $7.80B

'23'26

$1.1M → $7.80B▲ +705173%

sec adv history

Client mix

Individuals Other	860
Individuals High Net Worth	566
Corporations	41
Charitable Organizations	14
State Or Municipal Govt	10

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'22 · 3 advisors

'23 · 5 advisors

'25 · 52 advisors

'26 · 58 advisors

'22'26

3 advisors → 58 advisors▲ +1833%

sec adv history

Primary office

CINCINNATI OH

Branches

—

Custodian & Brokerage

Primary custodian

Fidelitylow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

03/30/2026

linkedin.com/company/fifth-third-wealth-advisors(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

FIFTH THIRD BANK, NATIONAL

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

FIFTH THIRD BANK, NATIONAL

BANKS, ROBERT, PRESLEY

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

social_url_excluded:linkedin.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

34,593

Form 5500 Compensation Trajectory 3y

2025

34,593

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

34,593

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001899030

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2023-04-27

Edgar Last Filing Date

2026-04-20

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-20

Accession0001193125-26-161852

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Fidelity	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

38 FOUNTAIN SQUARE PLAZACINCINNATI, OH 45263

Business

38 FOUNTAIN SQUARE PLAZACINCINNATI, OH 45263

Edgar EIN

861254229

Edgar Recent Filings

13F-HR2026-04-20 · 0001193125-26-161852

13F-HR2026-01-15 · 0001193125-26-013959

Firm Has Custody

Yes

Mailing Office Differs

Trust Company Affiliate

Yes

People (57)

EARNHARDT, DARREN, LEE

2356117

WATSON, KEITH, GREGARY

4184001

OLSON, DAVID, C

2717723

HOUSMAN, ERIC, BENJAMIN

2328040

BANKS, ROBERT, PRESLEY

5443999

DAVID EDWARD BRIGGS

5291010

FRISCHER, LORI, MICHELLE

CHRISTOPHER EDWARD OSMOND

3073031

4841700

REILLY, MARY, ELLEN

REYNOLDS, JONATHAN, WILLIAM

5444994

6782750

TAYLOR, SUZANNE, MARIE