# RETURN ON LIFE WEALTH PARTNERS

RETURN ON LIFE WEALTH PARTNERS of CLEVELAND, OH is an SEC-registered investment adviser.

## Registration

- CRD: 112879
- Type: SEC-registered investment adviser
- SEC file number: 801-110086
- Location: 7000 FITZWATER ROAD, CLEVELAND, OH, 44141
- Phone: 440-740-0130
- Latest filing: 2026-02-25
- Regulatory AUM: $472.5M
- Discretionary AUM: $412.8M
- Non-discretionary AUM: $59.7M
- Clients: 13
- Accounts: 834

## Business model

- Compensation: % of AUM, Hourly, Fixed, Subscription
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Frank Fantozzi | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Joseph Michael Rogers | CHIEF OPERATING OFFICER | — |
| FANTOZZI FRANK | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| ROGERS JAMES MICHAEL | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112879/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112879/similar
- Related entities: https://search.stillhousedata.com/firm/112879/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112879

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
