FIFTH THIRD WEALTH ADVISORS LLC · Tank Allocator Loader

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FIFTH THIRD WEALTH ADVISORS LLC

UUID79e6b77c-caae-5e90-a8ca-586d8372260e

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:55

Updated2025-10-23 02:24:37

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	313015	313015	—	1.0
cik	0001899030	1899030	—	—
sec_file_number	801-122096	801-122096	—	—

Profile

Websitehttps://www.linkedin.com/search/results/companies/?keywords=Fifth%20third%20Wealth%20Advisors&origin=SWITCH_SEARCH_VERTICAL&sid=

HQ CityCINCINNATI

HQ StateOH

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)6,079,418,273.0
RAUM (discretionary)6,079,418,273.0
Actionable assets5,807,548,563.0
Accounts1,333.0

Institutional Clients

Government AUM872,432,600.0
Pension AUM23,779,415.0
Charitable AUM877,752,448.0
HNW AUM1,999,736,878.0

As of 2025-03-28 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
BANKS, ROBERT, PRESLEY	MANAGER MEMBER	OFFICER	—	{"filing_id": "2018406", "owner_id": "5443999", "source": "adv_part1", "table": "Schedule_A_B"}
BRIGGS, DAVID, EDWARD	MANAGING MEMBER	OFFICER	—	{"filing_id": "2018406", "owner_id": "5291010", "source": "adv_part1", "table": "Schedule_A_B"}
EARNHARDT, DARREN, LEE	CHIEF OPERATING OFFICER	OFFICER	—	{"filing_id": "2018406", "owner_id": "2356117", "source": "adv_part1", "table": "Schedule_A_B"}
FIFTH THIRD BANCORP	SHAREHOLDER	OFFICER	—	{"filing_id": "2018406", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
FIFTH THIRD BANK, NATIONAL ASSOCIATION	OWNER	OFFICER	—	{"filing_id": "2018406", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
FIFTH THIRD FINANCIAL CORPORATION	SHAREHOLDER	OFFICER	—	{"filing_id": "2018406", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
FRISCHER, LORI, MICHELLE	SENIOR VICE PRESIDENT/MANAGING MEMBER	OFFICER	—	{"filing_id": "2018406", "owner_id": "3073031", "source": "adv_part1", "table": "Schedule_A_B"}
HOUSMAN, ERIC, BENJAMIN	PRESIDENT/MANAGING MEMBER	OFFICER	—	{"filing_id": "2018406", "owner_id": "2328040", "source": "adv_part1", "table": "Schedule_A_B"}
OLSON, DAVID, C	MANAGING DIRECTOR, PRACTICE MANAGEMENT	OFFICER	—	{"filing_id": "2018406", "owner_id": "2717723", "source": "adv_part1", "table": "Schedule_A_B"}
OSMOND, CHRISTOPHER, EDWARD	CHIEF INVESTMENT OFFICER	OFFICER	—	{"filing_id": "2018406", "owner_id": "4841700", "source": "adv_part1", "table": "Schedule_A_B"}
REILLY, MARY, ELLEN	SENIOR VICE PRESIDENT/MANAGING MEMBER	OFFICER	—	{"filing_id": "2018406", "owner_id": "5444994", "source": "adv_part1", "table": "Schedule_A_B"}
REYNOLDS, JONATHAN, WILLIAM	SENIOR VICE PRESIDENT/MANAGING MEMBER	OFFICER	—	{"filing_id": "2018406", "owner_id": "6782750", "source": "adv_part1", "table": "Schedule_A_B"}
TAYLOR, SUZANNE, MARIE	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2018406", "owner_id": "4682020", "source": "adv_part1", "table": "Schedule_A_B"}
WATSON, KEITH, GREGARY	MANAGING DIRECTOR OF ADMINISTRATION AND OPERATIONS	OFFICER	—	{"filing_id": "2018406", "owner_id": "4184001", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/29/2025 04:25:14 PM",
  "filing_id": "2018406",
  "reg_type": "IA"
}
```