CRD: 308911
Cleveland Retirement Planning LLC
$48.8M Total AUM
$48.8M Disc. AUM
-- 3Y CAGR
1 Employees
66 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Lincoln Financial · SEI
- Clients
- Retail and Institutional
- Platforms
- Pathway vertex
- Established Date
- 04-24-2020
- Office Locations
- 1
Office Locations
1991 Crocker Road, Suite 600 Westlake OH
About Cleveland Retirement Planning LLC
Cleveland Retirement Planning LLC is a founder-led RIA in Westlake, Ohio focused on helping pre-retirees and retirees build and follow a clear retirement plan. Led by Joshua S. Melda, the firm provides financial and retirement planning (including tax, estate/legacy and charitable strategies) alongside ongoing portfolio management using ETFs and mutual funds; Schwab is among its custodians.
Team overview
-- AVG AGE
$48.8M AVG AUM / ADVISOR
$740.0K AVG AUM / CLIENT
6.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Insight glacier Atlas
Client Personas
Radial optima
Custodian
Vector quantum Zenith Harbor Catalyst Optima element Beacon element Pathway meridian
Investment Themes
Legacy focus Ridge vital Bridge delta Fusion
Investment Vehicles
Value
Platform
Value
Services
Eagle focus Capital Signal fusion Pioneer Crest pathway Oak matrix Vital summit Wave optima Crest frontier Value legacy Unison
Technology
Focus prime
Owner & Executives
JOSHUA S MELDA
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4150770
- Ownership
- 75% or more
(320) 319-6937
ember.ember@catalystcapital.com
in linkedin.com/in/frontier-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,837,988 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,837,988 | -- |
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Separately Managed Accounts
Total SMA Asset: $48,837,988
Equity - Exchange:
15.9% Public Funds:
67.5% Cash:
16.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,030,541,550 | 15.9% |
| Public Funds | $4,374,940,542 | 67.5% |
| Cash | $1,075,911,304 | 16.6% |
| Total | $6,481,393,396 | 100.0% |