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Douglas William Sockman

CLEVELAND WEALTH, LLC·CLEVELAND, Ohio
Unclaimed Profile
600 SUPERIOR AVENUE EAST, CLEVELAND, OH 44114CRD# 2884058Firm CRD# 282196
01

About

Douglas William Sockman is a registered financial advisor based in CLEVELAND, Ohio, affiliated with CLEVELAND WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CLEVELAND WEALTH, LLC
CLEVELAND WEALTH, LLC
AUM
$768M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CLEVELAND WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: SELECTION OF OTHER ADVISERS FEES
Regulatory
SEC/IARD CRD# 2884058
Firm CRD# 282196
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Douglas William Sockman offer?
Douglas William Sockman specializes in Financial Planning, Investment Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Douglas William Sockman's credentials?
Douglas William Sockman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas William Sockman located?
Douglas William Sockman is based in CLEVELAND, Ohio, working with CLEVELAND WEALTH, LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Douglas William Sockman charge for services?
Douglas William Sockman's firm is compensated through percentage of aum, subscription fees, other: selection of other advisers fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLEVELAND WEALTH, LLC?
CLEVELAND WEALTH, LLC has approximately 6 employees and manages $768M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Thomas Williams Stockett
CLEVELAND, OH

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