# CBIZ WEALTH MANAGEMENT, LLC

CBIZ WEALTH MANAGEMENT, LLC of CLEVELAND, OH is an SEC-registered investment adviser.

## Registration

- CRD: 153785
- Type: SEC-registered investment adviser
- SEC file number: 801-71412
- Location: 6050 OAK TREE BLVD., SUITE 500, CLEVELAND, OH, 44131
- Phone: 216-447-9000
- Latest filing: 2011-03-30
- Regulatory AUM: $396.6M
- Discretionary AUM: $21.1M
- Non-discretionary AUM: $375.4M
- Clients: 11
- Accounts: 889

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| BAUM LUKE FLAGG | PRESIDENT | — |
| PUSEY MARK EDWARD | CHIEF COMPLIANCE OFFICER | — |
| GRISKO JEROME PAUL | SOLE MANAGER | — |
| DARCY CHRISTOPHER BRETT | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153785/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153785/similar
- Related entities: https://search.stillhousedata.com/firm/153785/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153785

---

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.