Cleveland Wealth, LLC
Cleveland Wealth, LLC is an SEC-registered wealth manager in Cleveland, OH with $506.6M assets under management (AUM, regulatory AUM), -50% over one year. See who owns Cleveland Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282196, SEC 801-117776, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $506.6M (2026-03-13)
- Firm type
- Wealth Manager
- Location
- Cleveland, OH
- Employees
- 6
- Clients
- 396
- CRD
- 282196
- Ownership
- STOCKETT, THOMAS, WILLIAMS; SOCKMAN, DOUGLAS, WILLIAM
How much AUM does Cleveland Wealth, LLC have?
Cleveland Wealth, LLC reported $506.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Cleveland Wealth, LLC?
Disclosed owners and executives of Cleveland Wealth, LLC include STOCKETT, THOMAS, WILLIAMS, SOCKMAN, DOUGLAS, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.