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CUNNINGHAM WEALTH MANAGEMENT
CUNNINGHAM WEALTH MANAGEMENT LLC
CRD 148023 · SEC 801-69472
60 EAGLE VALLEY COURT, BROADVIEW HEIGHTS, OH, 44147, United States
Phone
440-717-1350
Fax
440-717-1345
Registration
— (—)
Source
State registered
Total AUM
$94.2M
Discretionary AUM
$51.6M
Team
4 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; THIRD PARTY ADVISORY FEES
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 165 | $34.7M |
| High net worth individuals | 19 | $59.3M |
All web addresses on file
Official SEC filing: View on IAPD