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FIREFLY WEALTH MANAGEMENT

FIREFLY WEALTH MANAGEMENT, LLC

CRD 331225

Visit website

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

TypeClientsAUM
Individuals2$65K

All web addresses on file

Official SEC filing: View on IAPD