Dakota
Dakota
Book a Demo
Talk to an Expert

Cleveland Wealth, LLC

EST. AUM
$506,578,765

CONTACTS

CLIENT ACCOUNTS
1,047

Firm Details

Metro area Cleveland
CRD Number 282196
Website clevelandwealth.com
Client types

Overview

Cleveland Wealth, LLC is a fee-only, fiduciary registered investment advisory firm headquartered in Cleveland, Ohio, founded in 2019. The firm specializes in comprehensive financial planning and wealth management services for individuals, families, businesses, and non-profits. Its core offerings include retirement income planning, tax reduction strategies, portfolio management, and pension consulting. Cleveland Wealth operates as a Registered Investment Advisor and manages approximately $1.0 billion in assets under management across over 3,200 accounts. The firm distinguishes itself through its fiduciary commitment, fee-only structure, and personalized, long-term client relationships.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy