# CLEVELAND WEALTH, LLC

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

## Registration

- CRD: 282196
- Type: SEC-registered investment adviser
- SEC file number: 801-117776
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Thomas Williams Stockett | PRINCIPAL | — |
| Douglas William Sockman | PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| SOCKMAN DOUGLAS WILLIAM | PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| STOCKETT THOMAS WILLIAMS | PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282196/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282196/similar
- Related entities: https://search.stillhousedata.com/firm/282196/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282196

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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.