CLEVELAND WEALTH, LLC
Latest filing: Apr 30, 2025 (52 days ago)
AUM
$1,012,082,624
32% change vs. 1 year ago
62% change vs. 3 years ago
229% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
6
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
CLEVELAND, OH
600 SUPERIOR AVENUE EAST, CLEVELAND, OH, UNITED STATES, 44114
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $1.0 |
| Total | $1.0 |
| Client | AUM |
|---|---|
| Retail | $1.0 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $1.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 939 | $0.7 |
| Average Individual AUM | $776,038 | |
| HNW | 328 | $0.3 |
| Average HNW AUM | $863,973 | |
| Retail Total | 1,267 | $1.0 |
| Average Retail AUM | $798,802 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.7 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.0 |
| Retail SMA AUM | $1.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 18% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 79% | $0.8 |
| Other Pools | 0% | $0.0 |
| Cash | 3% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $1.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
6 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JOHN BLATT | CLEVELAND | OH | S63|1999-03-30 | CHARTERED FINANCIAL CONSULTANT | |||||
| DOUGLAS SOCKMAN | CLEVELAND | OH | S63|2003-08-18 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT | |||||
| CORBIN BLACKBURN | CLEVELAND | OH | S66|2013-12-09 | CHARTERED FINANCIAL CONSULTANT | |||||
| THOMAS STOCKETT | CLEVELAND | OH | S63|2011-01-20|S65|2011-06-02 | ||||||
| BERNARD GARRAH | CLEVELAND | OH | S63|1997-03-25 | CHARTERED FINANCIAL CONSULTANT | |||||
| TIMOTHY FARLEY | CLEVELAND | OH | S66|2011-08-27 | CHARTERED FINANCIAL CONSULTANT | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $1.0 | $0.0 | 0% | 6 | 0 | 0% |
| 2025-04-21 | $1.0 | $0.0 | 0% | 15 | -9 | -60% |
| 2024-04-02 | $0.8 | $0.2 | 32% | 6 | 0 | 0% |
| 2023-04-04 | $0.6 | $0.4 | 72% | 6 | 0 | 0% |
| 2022-04-01 | $0.6 | $0.4 | 62% | 6 | 0 | 0% |
| 2021-04-05 | $0.4 | $0.6 | 126% | 6 | 0 | 0% |
| 2020-04-01 | $0.3 | $0.7 | 229% | 6 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| OH, AZ-12/13/2019, CA-12/13/2019, CO-02/27/2023, CT-02/13/2020, FL-12/13/2019, GA-05/28/2021, IL-12/13/2019, IN-12/13/2019, LA-12/13/2019, MD-01/19/2022, MI-12/13/2019, MO-02/13/2025, NC-12/13/2019, NY-12/13/2019, OH-12/13/2019, PA-12/13/2019, SC-02/13/2020, TN-02/13/2025, TX-12/13/2019, VA-12/13/2019 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV