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CLEVELAND WEALTH, LLC

Tel: (216) 810-5900
600 Superior Avenue East
Suite 2550
Cleveland, Ohio  44114

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CLEVELAND WEALTH, LLC

CLEVELAND WEALTH, LLC is a Cleveland, Ohio based financial advisory firm with nearly $1,012,082,624 in assets under management and provides investment advisory services for 3284 clients. There are currently 15 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees, Other (SELECTION OF OTHER ADVISERS FEE

Firm CRD#:

282196

SEC#:

801-117776

No. of Clients:

3284

Assets under Management

$1,012,082,624

No. of Advisors:

15

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