|
⚲
|
| Cleveland Wealth LLC
✚
|
|
|---|---|
| CRD # | 282196 |
| SEC # | 801-117776 |
| CIK # | |
| AUM | $1.0 B (2025-05-19) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 216-810-5900 |
| Address | 600 Superior Avenue East Cleveland, OH 44114 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 939 | 728.7 |
| (b) Individuals (high net worth individuals) | 328 | 283.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,284 | 1,012.1 |
| By Discretionary | ||
| Discretionary | 5 | 3.1 |
| Non-Discretionary | 3,279 | 1,009.0 |
| Total | 3,284 | 1,012.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 1,011.1 | |
| Total | 3,284 | 1,012.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Investment Metrics LLC
✚
|
AZ | 1.0 |
|
Dinuzzo Private Wealth Inc
✚
|
PA | 1.0 |
|
Montis Financial LLC
✚
|
MA | 1.0 |
|
AA Financial Advisors LLC
✚
|
OH | 1.0 |
|
Covenant Partners LLC
✚
|
TN | 1.0 |
|
Allen Mooney & Barnes Investment Advisors LLC
✚
|
GA | 1.0 |
|
NPA Asset Management LLC
✚
|
NJ | 1.0 |
|
Fitzroy Investment Advisors LLC
✚
|
FL | 1.0 |
|
Baxter Brothers Inc
✚
|
CT | 1.0 |
|
Strategic Benefit Consultants Inc
✚
|
IN | 1.0 |