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CLEVELAND WEALTH, LLC
CRD 282196File 801-117776
APPROVED
Retail clients
Custody
Filing as of Jul 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$506.6M
Above cohort median (national)
Discretionary AUM
$3.3M
Non-discretionary $503.2M
Clients
396
1,047 accounts
Employees
7
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 13, 2019
- Principal office
- 600 SUPERIOR AVENUE EAST, SUITE 2550, CLEVELAND, OH, 44114
- Phone
- (216) 810-5900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $506.6M
- Discretionary AUM
- $3.3M
- Non-discretionary AUM
- $503.2M
- Discretionary accounts
- 5
- Non-discretionary accounts
- 1,042
- Total accounts
- 1,047
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 131 | $339.4M |
| Individuals (other than high net worth individuals) | 265 | $167.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — SELECTION OF OTHER ADVISERS FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2026 | Employees | 5 | 6 | increased by1 |
| Mar 1, 2026 | Employees | 2 | 5 | increased by3 |
| Mar 1, 2026 | Clients | 1,267 | 396 | decreased by871 |
| Mar 1, 2026 | AUM | $1,012,082,624 | $506,578,765 | decreased by$505,503,859 |
| Mar 1, 2026 | Accounts | 3,284 | 1,047 | decreased by2,237 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 6 | 2 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,007 | 1,267 | increased by260 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $625,086,939 | $1,012,082,624 | increased by$386,995,685 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,602 | 3,284 | increased by682 |
| Feb 1, 2022 | Custody | No | Yes | |
| Feb 1, 2022 | Clients | 1,215 | 1,007 | decreased by208 |
| Feb 1, 2022 | AUM | $448,173,600 | $625,086,939 | increased by$176,913,339 |
| Feb 1, 2022 | Accounts | 2,090 | 2,602 | increased by512 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CLEVELAND WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLEVELAND WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.