CLEVELAND WEALTH, LLC
CLEVELAND, OH

Cleveland Wealth, LLC is a financial planning and investment advisory firm registered as an Investment Advisor in Florida. The company, located in Cleveland, Ohio with its mailing address at 600 Superior Avenue E Ste 2550, provides comprehensive financial services aimed at helping clients manage their wealth effectively. Founded on May 16, 2016, Cleveland Wealth operates under the For-Profit Limited Company (ForL) structure and is governed by state regulators. The firm’s operations extend beyond its mailing address in Ohio, with key activities and registrations taking place within Broward County, Florida. Clients can contact Cleveland Wealth at phone numbers (216) 810-5900 or (216) 810-5901 for inquiries related to financial planning and investment advice. The leadership team includes notable officers such as Douglas W Sockman and Thomas W Stockett, both serving in pivotal roles within the company. Cleveland Wealth's commitment to regulatory compliance is exemplified by its last annual report filed on January 6, 2024, for the fiscal year 2024. Information about their services and operations can be found on their website at clevelandwealth.com. The firm operates under the Florida Filed Number M16000003911 with a Financial Industry Regulatory Authority (FINRA) Entity Identifier of 475569711.