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STRAIT DIRECTION WEALTH MANAGEMENT
CRD 314742
5001 MAYFIELD RD., STE. 210, LYNDHURST, OH, 44124, United States
Phone
216-331-2163
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$2.2M
Discretionary AUM
$2.2M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminarsFINANCIAL COACHING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $2.2M |
All web addresses on file
Official SEC filing: View on IAPD