CLEVELAND WEALTH, LLC
SEC RegisteredAbout the firm
Cleveland Wealth, LLC is committed to assisting our clients in building and preserving wealth through knowledge and collective resources at the forefront of the industry. As an independent firm, Cleveland Wealth does not offer proprietary or in-house investments, providing objective advice in clients' best interest.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and wealth management, including holistic assessment of assets and goals, tailored portfolio development, and objective investment advice and solutions.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 265 | $167M |
| High Net Worth Individuals | 131 | $339M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $499,999 | 1.50% |
| $500,000 - $999,999 | 1.35% |
| $1,000,000 - $2,499,999 | 1.15% |
| $2,500,000 - $4,999,999 | 1.00% |
| $5,000,000 - $9,999,999 | 0.80% |
| $10,000,000 and up | 0.65% |
Data as of March 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CLEVELAND WEALTH, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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