CLEVELAND WEALTH, LLC

CLEVELAND, Ohio·2 registered advisors·CRD# 282196
SEC# 801-1177760(216) 810-5900
01

Firm Overview

AUM
$768M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: SELECTION OF OTHER ADVISERS FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CLEVELAND WEALTH, LLC

2 registered advisors
Douglas William Sockman
CLEVELAND, Ohio
Thomas Williams Stockett
CLEVELAND, Ohio
05

Office Locations

CLEVELAND, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. CLEVELAND WEALTH, LLC (CRD# 282196) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.