CBIZ WEALTH MANAGEMENT, LLC

CBIZ WEALTH MANAGEMENT, LLC of CLEVELAND, OH is an SEC-registered investment adviser (CRD 153785). Regulatory assets under management: $396.6M.

Registration

• CRD: 153785
• SEC file number: 801-71412
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 153785 on SEC IAPD (source of record)
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