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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 13, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SOCKMAN, DOUGLAS, WILLIAM | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| SOCKMAN, DOUGLAS, WILLIAM | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| SOCKMAN, DOUGLAS, WILLIAM | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| SOCKMAN, DOUGLAS, WILLIAM | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| SOCKMAN, DOUGLAS, WILLIAM | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| SOCKMAN, DOUGLAS, WILLIAM | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| SOCKMAN, DOUGLAS, WILLIAM | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| SOCKMAN, DOUGLAS, WILLIAM | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| SOCKMAN, DOUGLAS, WILLIAM | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| SOCKMAN, DOUGLAS, WILLIAM | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| SOCKMAN, DOUGLAS, WILLIAM | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| SOCKMAN, DOUGLAS, WILLIAM | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| SOCKMAN, DOUGLAS, WILLIAM | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| SOCKMAN, DOUGLAS, WILLIAM | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| SOCKMAN, DOUGLAS, WILLIAM | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| SOCKMAN, DOUGLAS, WILLIAM | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| SOCKMAN, DOUGLAS, WILLIAM | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| SOCKMAN, DOUGLAS, WILLIAM | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| SOCKMAN, DOUGLAS, WILLIAM | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| SOCKMAN, DOUGLAS, WILLIAM | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| SOCKMAN, DOUGLAS, WILLIAM | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| SOCKMAN, DOUGLAS, WILLIAM | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| SOCKMAN, DOUGLAS, WILLIAM | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| SOCKMAN, DOUGLAS, WILLIAM | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| SOCKMAN, DOUGLAS, WILLIAM | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| SOCKMAN, DOUGLAS, WILLIAM | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| SOCKMAN, DOUGLAS, WILLIAM | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| STOCKETT, THOMAS, WILLIAMS | I | PRINCIPAL | D | Control |
| STOCKETT, THOMAS, WILLIAMS | I | PRINCIPAL | D | Control |
| STOCKETT, THOMAS, WILLIAMS | I | PRINCIPAL | D | Control |
| STOCKETT, THOMAS, WILLIAMS | I | PRINCIPAL | D | Control |
| STOCKETT, THOMAS, WILLIAMS | I | PRINCIPAL | D | Control |
| STOCKETT, THOMAS, WILLIAMS | I | PRINCIPAL | D | Control |
| STOCKETT, THOMAS, WILLIAMS | I | PRINCIPAL | D | Control |
| STOCKETT, THOMAS, WILLIAMS | I | PRINCIPAL | D | Control |
| STOCKETT, THOMAS, WILLIAMS | I | PRINCIPAL | D | Control |
| STOCKETT, THOMAS, WILLIAMS | I | PRINCIPAL | D | Control |
| STOCKETT, THOMAS, WILLIAMS | I | PRINCIPAL | D | Control |
| STOCKETT, THOMAS, WILLIAMS | I | PRINCIPAL | D | Control |
| STOCKETT, THOMAS, WILLIAMS | I | PRINCIPAL | D | Control |
| STOCKETT, THOMAS, WILLIAMS | I | PRINCIPAL | D | Control |
| STOCKETT, THOMAS, WILLIAMS | I | PRINCIPAL | D | Control |
| STOCKETT, THOMAS, WILLIAMS | I | PRINCIPAL | D | Control |
| STOCKETT, THOMAS, WILLIAMS | I | PRINCIPAL | D | Control |
| STOCKETT, THOMAS, WILLIAMS | I | PRINCIPAL | D | Control |
| STOCKETT, THOMAS, WILLIAMS | I | PRINCIPAL | D | Control |
| STOCKETT, THOMAS, WILLIAMS | I | PRINCIPAL | D | Control |
| STOCKETT, THOMAS, WILLIAMS | I | PRINCIPAL | D | Control |
| STOCKETT, THOMAS, WILLIAMS | I | PRINCIPAL | D | Control |
| STOCKETT, THOMAS, WILLIAMS | I | PRINCIPAL | D | Control |
| STOCKETT, THOMAS, WILLIAMS | I | PRINCIPAL | D | Control |
| STOCKETT, THOMAS, WILLIAMS | I | PRINCIPAL | D | Control |
| STOCKETT, THOMAS, WILLIAMS | I | PRINCIPAL | D | Control |
| STOCKETT, THOMAS, WILLIAMS | I | PRINCIPAL | D | Control |
Registrations
Federal
IA
Nov 13, 2025 REGISTERED
Notice Filings (20)
AZ CA CO CT FL GA IL IN LA MD MI MO NC NY OH PA SC TN TX VA
Address
600 SUPERIOR AVENUE EASTSUITE 2550
CLEVELAND, OH 44114
United States
Phone: (216) 810-5900