Cleveland Wealth, LLC

Cleveland Wealth, LLC (CRD# 282196) is a financial advisory firm headquartered in Cleveland, OH. They serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • 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, MI, OH, TX

Financial Advisors at Cleveland Wealth, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Thomas W. Stockett
CRD#: 5863333
600 Superior Avenue East, Suite 2550, Cleveland, OH 44114
93
Wealthminder
score

Thomas Stockett (CRD# 5863333) is an Investment Advisor Representative working at Cleveland Wealth, LLC in Cleveland, OH and has over 5 years of experience in the finance industry.

2
Douglas W. Sockman
CRD#: 2884058
600 Superior Avenue East, Suite 2550, Cleveland, OH 44114
71
Wealthminder
score

Douglas Sockman (CRD# 2884058) is an Investment Advisor Representative working at Cleveland Wealth, LLC in Cleveland, OH and has over 13 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.

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