CIRRUS WEALTH MANAGEMENT, LLC
Legal name: CIRRUS WEALTH MANAGEMENT
CRD #282108 SEC #801-107369 CLEVELAND, OH 216-503-9310
SEC Registered
Total AUM
$298.3M
Discretionary
$228.9M
Employees
12
Clients
0
Accounts
717
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2023
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FRANKS, JILL | I | CFO | NA | |
| FRANKS, JILL | I | CFO | NA | |
| FRANKS, JILL | I | CFO | NA | |
| FRANKS, JILL | I | CFO | NA | |
| FRANKS, JILL | I | CFO | NA | |
| FRANKS, JILL | I | CFO | NA | |
| FRANKS, JILL | I | CFO | NA | |
| FRANKS, JILL | I | CFO | NA | |
| FRANKS, JILL | I | CFO | NA | |
| FRANKS, JILL | I | CFO | NA | |
| FRANKS, JILL | I | CFO | NA | |
| FRANKS, JILL | I | CFO | NA | |
| FRANKS, JILL | I | CFO | NA | |
| FRANKS, JILL | I | CFO | NA | |
| FRANKS, JILL | I | CFO | NA | |
| FRANKS, JILL | I | CFO | NA | |
| FRANKS, JILL | I | CFO | NA | |
| Franks, Jill, Ann | I | CFO | NA | |
| Franks, Jill, Ann | I | CFO | NA | |
| Franks, Jill, Ann | I | CFO | NA | |
| Franks, Jill, Ann | I | CFO | NA | |
| HEIDER, RYAN, SCOTT | I | VICE PRESIDENT | NA | |
| HEIDER, RYAN, SCOTT | I | VICE PRESIDENT | NA | |
| HEIDER, RYAN, SCOTT | I | VICE PRESIDENT | NA | |
| HEIDER, RYAN, SCOTT | I | VICE PRESIDENT | NA | |
| HEIDER, RYAN, SCOTT | I | VICE PRESIDENT | NA | |
| HEIDER, RYAN, SCOTT | I | VICE PRESIDENT | NA | |
| HEIDER, RYAN, SCOTT | I | VICE PRESIDENT | NA | |
| HEIDER, RYAN, SCOTT | I | VICE PRESIDENT | NA | |
| SOLTIS, JENNIFER, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| SOLTIS, JENNIFER, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| SOLTIS, JENNIFER, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| SOLTIS, JENNIFER, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| SOLTIS, JENNIFER, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| STERNHEIMER, LAURA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STERNHEIMER, LAURA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STERNHEIMER, LAURA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STERNHEIMER, LAURA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STERNHEIMER, LAURA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STERNHEIMER, LAURA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STERNHEIMER, LAURA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STERNHEIMER, LAURA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STERNHEIMER, LAURA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STERNHEIMER, LAURA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STERNHEIMER, LAURA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STERNHEIMER, LAURA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STERNHEIMER, LAURA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STERNHEIMER, LAURA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STERNHEIMER, LAURA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STERNHEIMER, LAURA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STERNHEIMER, LAURA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STERNHEIMER, LAURA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEIDER, JOSEPH, PATRICK | I | MANAGING MEMBER / PRESIDENT | E | Control |
| HEIDER, JOSEPH, PATRICK | I | MANAGING MEMBER / PRESIDENT | E | Control |
| HEIDER, JOSEPH, PATRICK | I | MANAGING MEMBER / PRESIDENT | E | Control |
| HEIDER, JOSEPH, PATRICK | I | MANAGING MEMBER / PRESIDENT | E | Control |
| HEIDER, JOSEPH, PATRICK | I | MANAGING MEMBER / PRESIDENT | E | Control |
| HEIDER, JOSEPH, PATRICK | I | MANAGING MEMBER / PRESIDENT | E | Control |
| HEIDER, JOSEPH, PATRICK | I | MANAGING MEMBER / PRESIDENT | E | Control |
| HEIDER, JOSEPH, PATRICK | I | MANAGING MEMBER / PRESIDENT | E | Control |
| HEIDER, JOSEPH, PATRICK | I | MANAGING MEMBER / PRESIDENT | E | Control |
| HEIDER, JOSEPH, PATRICK | I | MANAGING MEMBER / PRESIDENT | E | Control |
| HEIDER, JOSEPH, PATRICK | I | MANAGING MEMBER / PRESIDENT | E | Control |
| HEIDER, JOSEPH, PATRICK | I | MANAGING MEMBER / PRESIDENT | E | Control |
| HEIDER, JOSEPH, PATRICK | I | MANAGING MEMBER / PRESIDENT | E | Control |
| HEIDER, JOSEPH, PATRICK | I | MANAGING MEMBER / PRESIDENT | E | Control |
| HEIDER, JOSEPH, PATRICK | I | MANAGING MEMBER / PRESIDENT | E | Control |
| HEIDER, JOSEPH, PATRICK | I | MANAGING MEMBER / PRESIDENT | E | Control |
| HEIDER, JOSEPH, PATRICK | I | MANAGING MEMBER / PRESIDENT | E | Control |
| HEIDER, JOSEPH, PATRICK | I | MANAGING MEMBER / PRESIDENT | E | Control |
| HEIDER, JOSEPH, PATRICK | I | MANAGING MEMBER / PRESIDENT | E | Control |
| HEIDER, JOSEPH, PATRICK | I | MANAGING MEMBER / PRESIDENT | E | Control |
| HEIDER, JOSEPH, PATRICK | I | MANAGING MEMBER / PRESIDENT | E | Control |
| HEIDER, JOSEPH, PATRICK | I | MANAGING MEMBER / PRESIDENT | E | Control |
| HEIDER, JOSEPH, PATRICK | I | MANAGING MEMBER / PRESIDENT | E | Control |
| HEIDER, RYAN, SCOTT | I | VICE PRESIDENT | B | |
| HEIDER, RYAN, SCOTT | I | MEMBER/VICE PRESIDENT | B |
Registrations
Federal
IA
Mar 30, 2023 REGISTERED
Notice Filings (6)
FL MI NH OH PA TX
Address
6060 ROCKSIDE WOODS BLVDSUITE 141
CLEVELAND, OH 44131
United States
Phone: 216-503-9310