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| Happy Holidays!! thanks for using AUM13F!! |
| Clearstead Advisors LLC
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| CRD # | 105674 |
| SEC # | 801-33554 |
| CIK # | 0000842775 |
| AUM | $24.3 B (2025-03-21) |
| Employees | 223 (38% Investors, 0% Brokers) |
| Phone | 216-621-1090 |
| Address | 1100 Superior Ave East Cleveland, OH 44114 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000842775 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Nvidia Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Norfolk Southern Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,992 | 0.7 |
| (b) Individuals (high net worth individuals) | 1,824 | 12.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 27 | 1.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 3 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 376 | 8.7 |
| (n) Other | 413 | 0.0 |
| Total | 12,144 | 24.3 |
| By Discretionary | ||
| Discretionary | 10,649 | 18.6 |
| Non-Discretionary | 1,495 | 5.7 |
| Total | 12,144 | 24.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 24.2 | |
| Total | 12,144 | 24.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000842775] |
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|---|---|---|
|
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IN | 27.7 |
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LA | 27.4 |
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26.2 | |
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Eagle Strategies LLC
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Allworth Financial LP
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Wellth Advisory Services LLC
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23.6 | |
|
The Baldwin Group Wealth Advisors LLC
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FL | 21.0 |
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LeafHouse Financial Advisors LLC
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TX | 20.7 |