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Building 2CLEVELAND WEALTH, LLC

Map pinCLEVELAND, OH
Phone(216) 810-5900
NotebookSEC #801-117776
Total AUM
$506.6M
Employees
6
Clients
396

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 SUPERIOR AVENUE EAST
SUITE 2550
CLEVELAND
OH 44114
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
(216) 810-5900

ReceiptFinancials

Total AUM
$506.6M
Accounts
1,047
Discretionary
$3.3M
Accounts
5
Non-Discretionary
$503.2M
Accounts
1,042

ContactClients

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Individual Clients
265
AUM
$167.2M
HNW Individual Clients
131
AUM
$339.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISERS FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMIOHPATX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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