Cleveland Wealth, LLC 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 March 13, 2026, reports $507M in regulatory assets under management, 6 employees, and 1,047 accounts.
Assets Under Management
$507M
Employees
6
Offices
--
Total Clients
396
Primary office
CLEVELAND, OH
600 SUPERIOR AVENUE EAST, SUITE 2550, CLEVELAND, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.9% of total clients.
Top client categories% of clientsClients
1
Individuals
66.9%
265
2
HNWI
33.1%
131
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$507Mas of March 13, 2026
Discretionary0.7%
$3M
1% of total RAUM0.7%
Non-discretionary99.3%
$503M
99% of total RAUM99.3%
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.
Total AUM$507M
Total Accounts1,047
10Y AUM Change+$334M (+193.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee66:1
10Y Employee Change0 (0.0%)
* 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.