Cleveland Wealth, LLC

RIASEC RegisteredEst. 2019

Total AUM

$507M

Discretionary

$3.3M

1% of AUM

Avg account

$484K

Accounts

1,047

Employees

Advisory reps

Firm details

Headquarters: Cleveland, Ohio
CRD number: 282196
Registered since: December 13, 2019
Website: clevelandwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI67%
Individuals33%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Cleveland Wealth, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2019. The firm primarily serves individual and family clients and identifies as a capital allocator. Its fee arrangements include percentage-of-AUM billing along with fixed and other fee structures. Core advisory services listed are financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm does not position itself as an active ESG investor and is not described as a multi-state or related adviser. An industry affiliation with an insurance company is noted, consistent with the firm's use of insurance products mentioned elsewhere.