CBIZ WEALTH MANAGEMENT, LLC of CLEVELAND, OH is an SEC-registered investment adviser (CRD 153785). Regulatory assets under management: $396.6M.
| Name | Role | Location |
|---|---|---|
| BAUM LUKE FLAGG | PRESIDENT | — |
| PUSEY MARK EDWARD | CHIEF COMPLIANCE OFFICER | — |
| GRISKO JEROME PAUL | SOLE MANAGER | — |
| DARCY CHRISTOPHER BRETT | CHIEF INVESTMENT OFFICER | — |