​Cleveland Wealth, LLC is a fee-based registered investment advisory firm headquartered in Cleveland, Ohio, offering comprehensive financial planning and wealth management services. Founded in 2015, the firm caters to both individuals and small businesses, providing services such as portfolio management, pension consulting, and assistance in selecting other advisors. With approximately $767.8 million in assets under management across nearly 3,000 accounts, Cleveland Wealth emphasizes a fiduciary approach, ensuring that client interests are prioritized. The firm’s advisors employ modern portfolio theory to develop tailored investment strategies that align with each client’s risk tolerance and financial objectives. Operating primarily on a non-discretionary basis, Cleveland Wealth maintains transparent communication and offers flexible fee structures, including percentage-based and fixed fees, to accommodate diverse client needs.