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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

INCLINE WEALTH

INCLINE WEALTH ADVISORS, LLC, CRD 306806

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9402bd9f-0beb-1c98-a027-3ea7383f3885

Data as of Feb 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Feb 24, 2026 to Feb 24, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Incline Wealth

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $97.9MItem 5.F on the latest filing (2026-02-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $66.7M
Private client RAUM: $72.3MderivedItem 5.D individuals plus high net worth individuals
Private client share: 74%derivedprivate client RAUM over total RAUM
Employees: 4
Advisory employees: 3
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 217
Individual clients: 160
High net worth clients: 27
CRD: 306806
Filings on the tape: 1
First filed: Feb 24, 2026
Latest filed: Feb 24, 2026
Organised: Limited Liability Company, OH

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHN ROBERT BOVARD	Certified Financial Planner	CLEVES, OH	6	15	2	no
PHILLIP WESTHOFF	n/a	Cincinnati, OH \| CLEVES, OH	5	17	2	no

Relationships

Registered with (2)

← PHILLIP WESTHOFFAdvisorregistration: current employment
Jun 22, 2021 to presentfactForm ADV
← JOHN ROBERT BOVARDAdvisorregistration: current employment
Jan 3, 2020 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9402bd9f-0beb-1c98-a027-3ea7383f3885
First observed: Feb 24, 2026
Last observed: Feb 24, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INCLINE WEALTH

INCLINE WEALTH ADVISORS, LLC, CRD 306806

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9402bd9f-0beb-1c98-a027-3ea7383f3885

Data as of Feb 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:03 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN ROBERT BOVARD

Certified Financial Planner

CLEVES, OH

PHILLIP WESTHOFF

n/a

Cincinnati, OH | CLEVES, OH