FIREFLY WEALTH MANAGEMENT

FIREFLY WEALTH MANAGEMENT of CLEVELAND, OH is an SEC-registered investment adviser (CRD 331225). Regulatory assets under management: $350K.

Registration

• CRD: 331225
• Type: Registered investment adviser
• Location: 1468 WEST 9TH STREET, CLEVELAND, OH, 44113
• Phone: 216-285-1140
• Latest filing: 2026-07-22
• Regulatory AUM: $350K
• Discretionary AUM: $350K
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331225 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search