CONSERVATIVEMONEY LLC

CONSERVATIVEMONEY LLC of CLEVELAND, OH is an SEC-registered investment adviser (CRD 121306). Regulatory assets under management: $10.4M.

Registration

• CRD: 121306
• SEC file number: 801-69952
• Type: Registered investment adviser
• Location: 1315 W 76TH STREET, CLEVELAND, OH, 44102-2030
• Phone: 216-251-2100
• Latest filing: 2026-03-27
• Regulatory AUM: $10.4M
• Discretionary AUM: $5.1M
• Non-discretionary AUM: $5.3M
• Clients: 1
• Accounts: 17

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121306 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search