Cleveland Wealth, LLC

Cleveland Wealth, LLC (CRD# 282196) is a financial advisory firm headquartered in Cleveland, OH. They manage $767,831,157 in 2,999 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
600 Superior Avenue East, Suite 2550, Cleveland, OH 44114
https://www.linkedin.com/company/cleveland-wealth-llc./?viewasmember=true
By the Numbers
  • Total Assets Under Management
    768
    MILLION
  • Total Number of Accounts
    2,999
    ACCOUNTS
  • Average Account Value
    $256,029
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IL, IN, LA, MD, MI, NC, NY, OH, PA, SC, TX, VA

Financial Advisors at Cleveland Wealth, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Corbin Blackburn, financial advisor Cleveland OH
Corbin J. Blackburn
CRD#: 6057454
600 Superior Avenue East, Suite 2550, Cleveland, OH 44114

Corbin Blackburn (CRD# 6057454) is an Investment Advisor Representative working at Cleveland Wealth, LLC in Cleveland, OH and has over 10 years of experience in the finance industry.

2
John Blatt, financial advisor Cleveland OH
John B. Blatt
CRD#: 845287
600 Superior Avenue East, Suite 2550, Cleveland, OH 44114

John Blatt (CRD# 845287) is an Investment Advisor Representative working at Cleveland Wealth, LLC in Cleveland, OH and has over 25 years of experience in the finance industry.

3
Timothy Farley, financial advisor Cleveland OH
Timothy C. Farley
CRD#: 5741616
600 Superior Avenue East, Suite 2550, Cleveland, OH 44114

Timothy Farley (CRD# 5741616) is an Investment Advisor Representative working at Cleveland Wealth, LLC in Cleveland, OH and has over 12 years of experience in the finance industry.

4
Bernard Garrah, financial advisor Cleveland OH
Bernard T. Garrah
CRD#: 2766301
600 Superior Avenue East, Suite 2550, Cleveland, OH 44114

Bernard Garrah (CRD# 2766301) is an Investment Advisor Representative working at Cleveland Wealth, LLC in Cleveland, OH and has over 27 years of experience in the finance industry.

5
Douglas Sockman, financial advisor Cleveland OH
Douglas W. Sockman
CRD#: 2884058
600 Superior Avenue East, Suite 2550, Cleveland, OH 44114

Douglas Sockman (CRD# 2884058) is an Investment Advisor Representative working at Cleveland Wealth, LLC in Cleveland, OH and has over 20 years of experience in the finance industry.

6
Thomas Stockett, financial advisor Cleveland OH
Thomas W. Stockett
CRD#: 5863333
600 Superior Avenue East, Suite 2550, Cleveland, OH 44114

Thomas Stockett (CRD# 5863333) is an Investment Advisor Representative working at Cleveland Wealth, LLC in Cleveland, OH and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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