CLEVELAND WEALTH, LLC

600 Superior Avenue East
Suite 2550
Cleveland, Ohio 44114
Tel: (216) 810-5900

About CLEVELAND WEALTH, LLC

CLEVELAND WEALTH, LLC, formally registered with the SEC as CLEVELAND WEALTH, LLC. The firm was established in 12/13/2019. They have over 1 offices throughout the country.

CLEVELAND WEALTH, LLC is a Cleveland, Ohio based Financial Planning firm with nearly $1,012,082,624 assets under management, offering retirement planning & investment advisory services to 3284 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282196
SEC#	801-117776
Assets Managed by Firm	$1,012,082,624
No. of Clients	3284
No. of Advisors	15

Fee Structure

A percentage of AUM
Fixed fees
Other (SELECTION OF OTHER ADVISERS FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3284	$1,012,082,624
Individuals (other than high net worth individuals)	939	$728,699,490
High net worth individuals	328	$283,383,134

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