A complete list of active advisors currently associated with Cleveland Wealth, LLC

Warmer can help you find a great advisor at Cleveland Wealth, LLC or one who fits your needs even better.

Cleveland Wealth, LLC provides portfolio management, comprehensive financial planning, and pension consulting primarily to individual and high‑net‑worth clients, serving roughly 396 households with just over $506 million in assets under management. The firm has an account minimum for portfolio management (generally $500,000) and also refers clients to third‑party advisers and money managers when appropriate. The firm structures portfolios with written investment policy statements and uses modern portfolio theory, employing both long‑ and short‑term trading and periodic monitoring (at least annually) of client accounts. Notably, Cleveland Wealth executes most client relationships on a non‑discretionary basis—reporting about $503.2 million as non‑discretionary versus roughly $3.34 million discretionary—and requires clients to use designated custodians such as Schwab and Fidelity. Cleveland Wealth reports over $500 million in AUM while maintaining a relatively small advisory headcount, resulting in an unusually large amount of assets per advisor compared with many peers. Many supervised persons are also licensed to sell insurance and structured settlement products through affiliated entities, a relationship the firm discloses and documents as a potential conflict while informing clients they are not required to use those affiliated services.

To learn more about the advisors currently working at Cleveland Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.