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 16 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 16 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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