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FIREFLY WEALTH MANAGEMENT
FIREFLY WEALTH MANAGEMENT, LLC
CRD 331225
1468 WEST 9TH STREET, SUITE 100, CLEVELAND, OH, 44113, United States
Phone
216-285-1140
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$65K
Discretionary AUM
$65K
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $65K |
All web addresses on file
Official SEC filing: View on IAPD