Cleveland Wealth
Finance · Ohio, United States · 11-50 Employees
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Overview
Headquarters
600 Superior Ave E Ste 2550, Cleveland, ...Phone Number
(216) 810-5900Website
www.clevelandwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1
About Cleveland Wealth
Cleveland Wealth, LLC specializes in financial planning and wealth management, focusing on helping clients build and preserve their wealth. The firm utilizes knowledge and collective resources to provide top-tier services in the financial industry. Their target clients include individuals seeking comprehensive financial advice and investment strategies. Cleveland Wealth, LLC is a Registered Investment Advisor committed to fiduciary standards.Explore more
Cleveland Wealth Org Chart
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Activity Insights
Cleveland Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
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Cleveland Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cleveland Wealth.
Cleveland Wealth financials insights
Gather financial insights about Cleveland Wealth, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Cleveland Wealth Tech Stack
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Facilities Relocation / Expansion
Cleveland Wealth is planning to move offices in January 2026. The move will impact approximately 16 employees at the existing office located at 600 Superior Avenue East, Suite # 2550, Cleveland, OH.
Facilities Relocation/Expansion
Facilities Relocation / Expansion
Cleveland Wealth is planning to move its offices in August 2022. The move will impact approximately 8 employees at their existing office located at 600 Superior Avenue East, Suite #2550, Cleveland, OH.
Facilities Relocation/Expansion
Funding
Cleveland Wealth has received an SBA PPP loan for $150,000 from The Huntington National Bank, supporting the retention of 12 jobs.
Funding
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Cleveland Wealth, LLC specializes in financial planning and wealth management, focusing on helping clients build and preserve their wealth. The firm utilizes knowledge and collective resources to provide top-tier services in the financial industry. Their target clients include individuals seeking comprehensive financial advice and investment strate... Read More
