CIRRUS WEALTH MANAGEMENT, LLC

CIRRUS WEALTH MANAGEMENT
CLEVELAND, Ohio·3 registered advisors·CRD# 282108
SEC# 801-1073692216-503-9310
01

Firm Overview

AUM
$298M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CIRRUS WEALTH MANAGEMENT, LLC

3 registered advisors
Joseph Patrick Heider
CLEVELAND, Ohio
ChFC
Laura Lynn Sternheimer
CLEVELAND, Ohio
CFP
Ryan Scott Heider
CLEVELAND, Ohio
05

Office Locations

CLEVELAND, Ohio
3 advisors

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Data sourced from SEC Form ADV filings. CIRRUS WEALTH MANAGEMENT, LLC (CRD# 282108) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.