CLEVELAND, OHCRD 112879Latest ADV February 25, 2026
Return On Life Wealth Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cleveland, OH. Its latest Form ADV filing, dated February 25, 2026, reports $473M in regulatory assets under management, 13 employees, and 834 accounts.
Assets Under Management
$473M
Employees
13
Offices
--
Total Clients
284
Primary office
CLEVELAND, OH
7000 FITZWATER ROAD, SUITE 300, CLEVELAND, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.8% of total clients.
Top client categories% of clientsClients
1
Individuals
58.8%
167
2
HNWI
31.0%
88
3
Pension Plans
10.2%
29
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$473Mas of February 25, 2026
Discretionary87.4%
$413M
87% of total RAUM87.4%
Non-discretionary12.6%
$60M
13% of total RAUM12.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$473M
Total Accounts834
10Y AUM Change+$302M (+176.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee22:1
10Y Employee Change+3 (+30.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.