# CIRRUS WEALTH MANAGEMENT, LLC

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

## Registration

- CRD: 282108
- Type: SEC-registered investment adviser
- SEC file number: 801-107369
- Location: 6060 ROCKSIDE WOODS BLVD, SUITE 141, CLEVELAND, OH, 44131
- Phone: 216-503-9310
- Latest filing: 2023-03-30
- Regulatory AUM: $298.3M
- Discretionary AUM: $228.9M
- Non-discretionary AUM: $69.4M
- Clients: 12
- Accounts: 717

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| STERNHEIMER LAURA LYNN | CHIEF COMPLIANCE OFFICER | — |
| HEIDER JOSEPH PATRICK | MANAGING MEMBER / PRESIDENT | — |
| SOLTIS JENNIFER L | CHIEF COMPLIANCE OFFICER | — |
| FRANKS JILL | CFO | — |
| HEIDER RYAN SCOTT | MEMBER/VICE PRESIDENT; VICE PRESIDENT | — |
| Franks Jill Ann | CFO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282108/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282108/similar
- Related entities: https://search.stillhousedata.com/firm/282108/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282108

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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.
