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CLEVELAND WEALTH, LLC
CRD 282196File 801-117776
APPROVED
Retail clients
Custody
Filing as of Jul 2, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.