Overview
Assets Under Management: $1.0 billion
Headquarters: CLEVELAND, OH
High-Net-Worth Clients: 328
Average Client Assets: $863,972
Frequently Asked Questions
CLEVELAND WEALTH, LLC 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 #282196), CLEVELAND WEALTH, LLC is subject to fiduciary duty under federal law.
CLEVELAND WEALTH, LLC is headquartered in CLEVELAND, OH.
CLEVELAND WEALTH, LLC serves 328 high-net-worth clients according to their SEC filing dated November 13, 2025. View client details ↓
According to their SEC Form ADV, CLEVELAND WEALTH, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
CLEVELAND WEALTH, LLC manages $1.0 billion in client assets according to their SEC filing dated November 13, 2025.
According to their SEC Form ADV, CLEVELAND WEALTH, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 328
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 28.00
Average High-Net-Worth Client Assets: $863,972
Total Client Accounts: 3,284
Discretionary Accounts: 5
Non-Discretionary Accounts: 3,279
Regulatory Filings
CRD Number: 282196
Filing ID: 2027341
Last Filing Date: 2025-11-13 13:11:21
Website: 0