Cunningham Wealth Management

Cunningham Wealth Management (CRD# 148023) is a financial advisory firm headquartered in Broadview Heights, OH. They manage $33,197,349 in 137 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    137
    ACCOUNTS
  • Average Account Value
    $242,316
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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.

OH, SC

Financial Advisors at Cunningham Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Glenn N. Cunningham
CRD#: 3194874
60 Eagle Valley Court, Broadview Heights, OH 44147
93
Wealthminder
score

Glenn Cunningham (CRD# 3194874) is an Investment Advisor Representative working at Cunningham Wealth Management in Broadview Heights, OH and has over 17 years of experience in the finance industry.

2
Juliana K. Weakland
CRD#: 3163009
250 W. Main Street, Bellevue, OH 44811
93
Wealthminder
score

Juliana Weakland (CRD# 3163009) is an Investment Advisor Representative working at Cunningham Wealth Management in Bellevue, OH and has over 17 years of experience in the finance industry.

3
James L. Davis
CRD#: 4685981
60 Eagle Valley Court, Broadview Heights, OH 44147
87
Wealthminder
score

James Davis (CRD# 4685981) is an Investment Advisor Representative working at Cunningham Wealth Management in Broadview Heights, OH and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.