CLEVELAND RETIREMENT PLANNING LLC

CLEVELAND RETIREMENT PLANNING LLC of WESTLAKE, OH is an SEC-registered investment adviser (CRD 308911). Regulatory assets under management: $48.8M.

Registration

• CRD: 308911
• Type: Registered investment adviser
• Location: 1991 CROCKER ROAD,, WESTLAKE, OH, 44145
• Phone: 216-801-4874
• Latest filing: 2026-03-25
• Regulatory AUM: $48.8M
• Discretionary AUM: $48.8M
• Clients: 1
• Accounts: 128

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308911 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search