$506.6M Total AUM
$3.3M Disc. AUM
-- 3Y CAGR
7 Employees
396 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- PathwaySummit value +more
- Established Date
- 04-26-2016
- Office Locations
- 1
Office Locations
600 Superior Avenue East Suite 2550 Cleveland OH
About Cleveland Wealth, LLC
Cleveland Wealth, LLC is a Cleveland, Ohio RIA focused on helping retail investors build and preserve wealth with a fiduciary approach. The firm provides financial planning, tax and estate planning, and portfolio construction, primarily implemented via public funds and ETFs. Custody is listed with Charles Schwab, and the firm emphasizes investor education (e.g., fiduciary vs. broker guidance).
Team overview
31 AVG AGE
$168.9M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
6.9 yrs AVG TENURE
7 Employees
3 Advisory Reps
3 RIA Reps
10yrs Firm Age
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Asset Classes
North Crest alpha
Custodian
Eagle
Investment Themes
Catalyst optima Signal capital Atlas value Oak
Investment Vehicles
Capital summit
Platform
Peak
Services
Momentum Zenith prime Pathway Pioneer meridian Alpha Matrix Frontier Signal Legacy
Technology
Element Peak Element Capital signal
Owner & Executives
DOUGLAS WILLIAM SOCKMAN
Chief Compliance Officer, Principal
- CRD
- #2884058
- Ownership
- 50% but less than 75%
(624) 632-1548
catalyst.frontier@momentumcapital.com
in linkedin.com/in/fusion-ember
THOMAS WILLIAMS STOCKETT
Principal
- CRD
- #5863333
- Ownership
- 50% but less than 75%
(297) 377-7766
crest.north@elementcapital.com
in linkedin.com/in/value-north
Showing 2 of 2 owners & executives
Unlock allContacts
Ashley Nicole Arsena
--
- CRD
- #7030080
(692) 517-4634
atlas.peak@harborcapital.com
in linkedin.com/in/crest-unison
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,342,973 | $668,595 |
| Non-Discretionary | $503,235,792 | $482,952 |
| Total | $506,578,765 | $483,838 |
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Separately Managed Accounts
Total SMA Asset: $506,578,765
Public Funds:
29.1% Equity - Exchange:
29.6% Cash:
41.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,241,948,251 | 29.1% |
| Equity - Exchange | $2,280,469,699 | 29.6% |
| Cash | $3,181,871,573 | 41.3% |
| Total | $7,704,289,523 | 100.0% |