CBIZ WEALTH MANAGEMENT, LLC
CRD #153785 SEC #801-71412 CLEVELAND, OH 216-447-9000
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
--
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 20, 2010
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAUM, LUKE, FLAGG | I | PRESIDENT | NA | Control |
| BAUM, LUKE, FLAGG | I | PRESIDENT | NA | Control |
| BAUM, LUKE, FLAGG | I | PRESIDENT | NA | Control |
| BAUM, LUKE, FLAGG | I | PRESIDENT | NA | Control |
| BAUM, LUKE, FLAGG | I | PRESIDENT | NA | Control |
| BAUM, LUKE, FLAGG | I | PRESIDENT | NA | Control |
| BAUM, LUKE, FLAGG | I | PRESIDENT | NA | Control |
| BAUM, LUKE, FLAGG | I | PRESIDENT | NA | Control |
| DARCY, CHRISTOPHER, BRETT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DARCY, CHRISTOPHER, BRETT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DARCY, CHRISTOPHER, BRETT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DARCY, CHRISTOPHER, BRETT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DARCY, CHRISTOPHER, BRETT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DARCY, CHRISTOPHER, BRETT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DARCY, CHRISTOPHER, BRETT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| GRISKO, JEROME, PAUL | I | SOLE MANAGER | NA | Control |
| GRISKO, JEROME, PAUL | I | SOLE MANAGER | NA | Control |
| GRISKO, JEROME, PAUL | I | SOLE MANAGER | NA | Control |
| GRISKO, JEROME, PAUL | I | SOLE MANAGER | NA | Control |
| GRISKO, JEROME, PAUL | I | SOLE MANAGER | NA | Control |
| GRISKO, JEROME, PAUL | I | SOLE MANAGER | NA | Control |
| GRISKO, JEROME, PAUL | I | SOLE MANAGER | NA | Control |
| GRISKO, JEROME, PAUL | I | SOLE MANAGER | NA | Control |
| PUSEY, MARK, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PUSEY, MARK, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PUSEY, MARK, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PUSEY, MARK, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PUSEY, MARK, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PUSEY, MARK, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PUSEY, MARK, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PUSEY, MARK, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CBIZ OPERATIONS, INC. | DE | PARENT COMPANY | E | Control |
| CBIZ OPERATIONS, INC. | DE | PARENT COMPANY | E | Control |
| CBIZ OPERATIONS, INC. | DE | PARENT COMPANY | E | Control |
| CBIZ OPERATIONS, INC. | DE | PARENT COMPANY | E | Control |
| CBIZ OPERATIONS, INC. | DE | PARENT COMPANY | E | Control |
| CBIZ OPERATIONS, INC. | DE | PARENT COMPANY | E | Control |
| CBIZ OPERATIONS, INC. | DE | PARENT COMPANY | E | Control |
| CBIZ OPERATIONS, INC. | DE | PARENT COMPANY | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CBIZ, INC. | DE | CBIZ OPERATIONS, INC. | E | Control |
| CBIZ, INC. | DE | CBIZ OPERATIONS, INC. | E | Control |
| CBIZ, INC. | DE | CBIZ OPERATIONS, INC. | E | Control |
| CBIZ, INC. | DE | CBIZ OPERATIONS, INC. | E | Control |
| CBIZ, INC. | DE | CBIZ OPERATIONS, INC. | E | Control |
| CBIZ, INC. | DE | CBIZ OPERATIONS, INC. | E | Control |
| CBIZ, INC. | DE | CBIZ OPERATIONS, INC. | E | Control |
| CBIZ, INC. | DE | CBIZ OPERATIONS, INC. | E | Control |
Registrations
Federal
IA
May 20, 2010 REGISTERED
Notice Filings (26)
AR AZ CA CO DC DE FL GA IL KS MA MD MI MN MO NC NH NJ NV NY OH PA TX UT VA WV
Address
6050 OAK TREE BLVD., SUITE 500CLEVELAND, OH 44131
United States
Phone: 216-447-9000