WESTERN RESERVE WEALTH MANAGEMENT LLC

WESTERN RESERVE WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 326772). Regulatory assets under management: $42.2M.

Registration

• CRD: 326772
• Type: Registered investment adviser
• Phone: 330-968-9332
• Latest filing: 2026-03-02
• Regulatory AUM: $42.2M
• Discretionary AUM: $40.2M
• Non-discretionary AUM: $2.0M
• Clients: 1
• Accounts: 53

Business model

Compensation: % of AUM, Hourly, 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 326772 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search