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Home > Retirement Planners > ohio > cleveland > CLEVELAND WEALTH, LLC
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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