CRD: 308911
Cleveland Retirement Planning LLC
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- Custodian
- Charles Schwab & Company · Lincoln Financial · SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-24-2020
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 66 clients, or 66 clients per representative. That equates to $740.0K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
JOSHUA S MELDA
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4150770
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Cleveland Retirement Planning LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.