CLEVELAND WEALTH, LLC

CLEVELAND WEALTH, LLC of CLEVELAND, OH is an SEC-registered investment adviser (CRD 282196). Regulatory assets under management: $506.6M.

Registration

• CRD: 282196
• SEC file number: 801-117776
• Type: Registered investment adviser
• Location: 600 SUPERIOR AVENUE EAST, SUITE 2550, CLEVELAND, OH, 44114
• Phone: (216) 810-5900
• Latest filing: 2026-07-02
• Regulatory AUM: $506.6M
• Discretionary AUM: $3.3M
• Non-discretionary AUM: $503.2M
• Clients: 7
• Accounts: 1,047

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282196 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search