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, SEC-registered registered investment adviser organized as an LLC and established in 2019. The firm serves individual and family clients and functions as a capital allocator, offering a mix of fee arrangements including percentage-of-AUM, fixed fees and other fee structures. Its listed advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Cleveland Wealth notes an affiliation with an insurance company and does not identify as an active ESG investor or a multistate adviser.