Cirrus Wealth Management

Cirrus Wealth Management (CRD# 282108) is a financial advisory firm headquartered in Cleveland, OH. They manage $103,074,164 in 238 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    238
    ACCOUNTS
  • Average Account Value
    $433,085
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, OH, TX

Financial Advisors at Cirrus Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Laura L. Sternheimer
CRD#: 2518943
6060 Rockside Woods Blvd, Suite 141, Cleveland, OH 44131
96
Wealthminder
score

Laura Sternheimer (CRD# 2518943) is an Investment Advisor Representative working at Cirrus Wealth Management in Cleveland, OH and has over 20 years of experience in the finance industry. Laura Sternheimer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Donald B. Svenson
CRD#: 2674496
6060 Rockside Woods Blvd, Suite 141, Cleveland, OH 44131
87
Wealthminder
score

Donald Svenson (CRD# 2674496) is an Investment Advisor Representative working at Cirrus Wealth Management in Cleveland, OH and has 1 year of experience in the finance industry.

3
Mark K. Bonhard
CRD#: 2209747
6060 Rockside Woods Blvd, Suite 141, Cleveland, OH 44131
86
Wealthminder
score

Mark Bonhard (CRD# 2209747) is an Investment Advisor Representative working at Cirrus Wealth Management in Cleveland, OH and has over 24 years of experience in the finance industry. Mark Bonhard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Joseph P. Heider
CRD#: 829343
6060 Rockside Woods Blvd, Suite 141, Cleveland, OH 44131
86
Wealthminder
score

Joseph Heider (CRD# 829343) is an Investment Advisor Representative working at Cirrus Wealth Management in Cleveland, OH and has over 32 years of experience in the finance industry.

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