Return On Life Wealth Partners
Return On Life Wealth Partners is an SEC-registered wealth manager in Cleveland, OH with $472.5M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Return On Life Wealth Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 112879, SEC 801-110086, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $472.5M (2026-02-25)
- Firm type
- Wealth Manager
- Location
- Cleveland, OH
- Employees
- 13
- Clients
- 284
- CRD
- 112879
- Ownership
- FANTOZZI, FRANK; Rogers, Joseph, Michael
How much AUM does Return On Life Wealth Partners have?
Return On Life Wealth Partners reported $472.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Return On Life Wealth Partners?
Disclosed owners and executives of Return On Life Wealth Partners include FANTOZZI, FRANK, Rogers, Joseph, Michael. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.