Overview
Assets Under Management: $1.0 billion
Headquarters: CLEVELAND, OH
High-Net-Worth Clients: 2
Average Client Assets: $364 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.00
Average High-Net-Worth Client Assets: $364 million
Total Client Accounts: 3,284
Discretionary Accounts: 5
Non-Discretionary Accounts: 3,279
Regulatory Filings
CRD Number: 282196
Filing ID: 1991622
Last Filing Date: 2025-05-19 15:13:00
Website: https://clevelandwealth.com