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CLEVELAND WEALTH, LLC

CRD 282196 · SEC 801-117776

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600 SUPERIOR AVENUE EAST, SUITE 2550, CLEVELAND, OH, 44114, United States

Phone

(216) 810-5900

Fax

(216) 810-5901

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$506.6M

Discretionary AUM

$3.3M

Team

6 total employees; 3 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees; SELECTION OF OTHER ADVISERS FEES

Org form

Limited Liability Company

Filing date

2026-03-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals265$167.2M
High net worth individuals131$339.4M

States served

IL, MI, OH, PA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD