Cleveland Wealth, LLC
Cleveland Wealth, LLC (CRD# 282196) is a financial advisory firm headquartered in Cleveland, OH. They manage $38,718,300 in 45 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management39MILLION
Total Number of Accounts45ACCOUNTS
Average Account Value$860,407
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, MI, OH, TX
Thomas Stockett (CRD# 5863333) is an Investment Advisor Representative working at Cleveland Wealth, LLC in Cleveland, OH and has over 7 years of experience in the finance industry.
Douglas Sockman (CRD# 2884058) is an Investment Advisor Representative working at Cleveland Wealth, LLC in Cleveland, OH and has over 14 years of experience in the finance industry. Douglas Sockman 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.