Firefly Wealth Management
Firm details
- Headquarters
- Cleveland, Ohio
- CRD number
- 331225
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Firefly Wealth Management is an independent, Ohio-based limited liability company that focuses on advising individual and family clients. Ownership is held privately by an individual. The firm provides financial planning and portfolio management for individuals and small businesses and charges clients via a percentage-of-assets model and fixed fees. Firefly does not position itself as a multi-state adviser or a pension consultant and does not identify as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Joshua Levine
Financial Planner & Wealth ManagerCRD 6729406
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cleveland, OH
Cuyahoga
Location
Cleveland, OH
Headquartered in Cleveland, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 1468 W 9th St
- Time zone
- ET (UTC-5)
- Office locations
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