Overview
Assets Under Management: $298 million
Headquarters: CLEVELAND, OH
High-Net-Worth Clients: 71
Average Client Assets: $2.1 million
Frequently Asked Questions
CIRRUS WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #282108), CIRRUS WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
CIRRUS WEALTH MANAGEMENT is headquartered in CLEVELAND, OH.
CIRRUS WEALTH MANAGEMENT serves 71 high-net-worth clients according to their SEC filing dated March 30, 2023. View client details ↓
According to their SEC Form ADV, CIRRUS WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
CIRRUS WEALTH MANAGEMENT manages $298 million in client assets according to their SEC filing dated March 30, 2023.
According to their SEC Form ADV, CIRRUS WEALTH MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.89%
Average Client Assets: $2.1 million
Total Client Accounts: 717
Discretionary Accounts: 696
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 282108
Filing ID: 1742734
Last Filing Date: 2023-03-30 16:09:00