CLEVELAND WEALTH, LLC
CRD #282196 SEC #801-117776 CLEVELAND, OH (216) 810-5900
SEC Registered
Total AUM
$1B
Discretionary
$3.1M
Employees
2
Clients
--
Accounts
3,284
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1B | $3.1M | $1B | 2 | 0 |
| May 2025 | $1B | $3.1M | $1B | 2 | 0 |
| Apr 2025 | $1B | $3.1M | $1B | 6 | 0 |
| Feb 2025 | $1B | $3.1M | $1B | 15 | 0 |
| Feb 2025 | $1B | $3.1M | $1B | 15 | 0 |
| Feb 2024 | $767.8M | $2.7M | $765.1M | 6 | 0 |
| Sep 2023 | $588.5M | $2.6M | $585.9M | 6 | 0 |
| May 2023 | $588.5M | $2.6M | $585.9M | 6 | 0 |
| Mar 2023 | $588.5M | $2.6M | $585.9M | 6 | 0 |
| Mar 2023 | $588.5M | $2.6M | $585.9M | 6 | 0 |
| Feb 2023 | $625.1M | $3.3M | $621.7M | 6 | 0 |
| Jan 2022 | $625.1M | $3.3M | $621.7M | 6 | 0 |
| Oct 2021 | $448.2M | $0 | $448.2M | 6 | 0 |
| May 2021 | $448.2M | $0 | $448.2M | 6 | 0 |
| Feb 2021 | $448.2M | $0 | $448.2M | 6 | 0 |
| Jul 2020 | $307.5M | $0 | $307.5M | 6 | 70 |
| Jun 2020 | $307.5M | $0 | $307.5M | 6 | 40,322,762 |
| May 2020 | $307.5M | $0 | $307.5M | 6 | 40,322,762 |
| May 2020 | $307.5M | $0 | $307.5M | 6 | 40,322,762 |
| May 2020 | $307.5M | $0 | $307.5M | 6 | 40,322,762 |
| Mar 2020 | $307.5M | $0 | $307.5M | 6 | 40,322,762 |
| Mar 2020 | $307.5M | $0 | $307.5M | 6 | 40,322,762 |
| Feb 2020 | $307.5M | $0 | $307.5M | 6 | 40,322,762 |
| Dec 2019 | $172.7M | $0 | $172.7M | 6 | 151 |
| Nov 2019 | $172.7M | $0 | $172.7M | 6 | 151 |
DateNov 2025
Total AUM$1B
Discretionary$3.1M
Non-Disc.$1B
Employees2
Clients0
DateMay 2025
Total AUM$1B
Discretionary$3.1M
Non-Disc.$1B
Employees2
Clients0
DateApr 2025
Total AUM$1B
Discretionary$3.1M
Non-Disc.$1B
Employees6
Clients0
DateFeb 2025
Total AUM$1B
Discretionary$3.1M
Non-Disc.$1B
Employees15
Clients0
DateFeb 2025
Total AUM$1B
Discretionary$3.1M
Non-Disc.$1B
Employees15
Clients0
DateFeb 2024
Total AUM$767.8M
Discretionary$2.7M
Non-Disc.$765.1M
Employees6
Clients0
DateSep 2023
Total AUM$588.5M
Discretionary$2.6M
Non-Disc.$585.9M
Employees6
Clients0
DateMay 2023
Total AUM$588.5M
Discretionary$2.6M
Non-Disc.$585.9M
Employees6
Clients0
DateMar 2023
Total AUM$588.5M
Discretionary$2.6M
Non-Disc.$585.9M
Employees6
Clients0
DateMar 2023
Total AUM$588.5M
Discretionary$2.6M
Non-Disc.$585.9M
Employees6
Clients0
DateFeb 2023
Total AUM$625.1M
Discretionary$3.3M
Non-Disc.$621.7M
Employees6
Clients0
DateJan 2022
Total AUM$625.1M
Discretionary$3.3M
Non-Disc.$621.7M
Employees6
Clients0
DateOct 2021
Total AUM$448.2M
Discretionary$0
Non-Disc.$448.2M
Employees6
Clients0
DateMay 2021
Total AUM$448.2M
Discretionary$0
Non-Disc.$448.2M
Employees6
Clients0
DateFeb 2021
Total AUM$448.2M
Discretionary$0
Non-Disc.$448.2M
Employees6
Clients0
DateJul 2020
Total AUM$307.5M
Discretionary$0
Non-Disc.$307.5M
Employees6
Clients70
DateJun 2020
Total AUM$307.5M
Discretionary$0
Non-Disc.$307.5M
Employees6
Clients40,322,762
DateMay 2020
Total AUM$307.5M
Discretionary$0
Non-Disc.$307.5M
Employees6
Clients40,322,762
DateMay 2020
Total AUM$307.5M
Discretionary$0
Non-Disc.$307.5M
Employees6
Clients40,322,762
DateMay 2020
Total AUM$307.5M
Discretionary$0
Non-Disc.$307.5M
Employees6
Clients40,322,762
DateMar 2020
Total AUM$307.5M
Discretionary$0
Non-Disc.$307.5M
Employees6
Clients40,322,762
DateMar 2020
Total AUM$307.5M
Discretionary$0
Non-Disc.$307.5M
Employees6
Clients40,322,762
DateFeb 2020
Total AUM$307.5M
Discretionary$0
Non-Disc.$307.5M
Employees6
Clients40,322,762
DateDec 2019
Total AUM$172.7M
Discretionary$0
Non-Disc.$172.7M
Employees6
Clients151
DateNov 2019
Total AUM$172.7M
Discretionary$0
Non-Disc.$172.7M
Employees6
Clients151