{ "path": "/advisors/oh/cleveland/for-high-net-worth-individuals", "url": "https://advisorcensus.com/advisors/oh/cleveland/for-high-net-worth-individuals/page/2", "page_type": "metro_answer", "title": "Financial advisors for high-net-worth individuals in Cleveland, OH", "filters": {}, "scope_total": 138, "faq": [ { "q": "Which financial advisors in Cleveland, OH work with high-net-worth individuals?", "a": "138 investment advisory firms with a principal office in the Cleveland metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one." }, { "q": "How many financial advisory firms are there in Cleveland, OH?", "a": "AdvisorCensus lists 200 investment advisory firms with a principal office in the Cleveland metro area, from Form ADV filings as of October 2026: 108 SEC-registered, 82 state-registered, and 10 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Cleveland, OH?", "a": "49 of the 200 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Cleveland, OH offer financial planning?", "a": "122 of the 190 firms in Cleveland, OH that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Cleveland, OH fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 49 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 138 investment advisory firms with a principal office in the Cleveland metro area that report high-net-worth individuals among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.", "about_market": "Cleveland has 200 investment advisory firms with a principal office in the metro area as of October 2026: 108 SEC-registered, 82 state-registered, and 10 exempt reporting advisers. 49 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 68 report under $100 million in regulatory assets under management. The metro area has 931,377 households, 93,323 of them with income of $200,000 or more, or 467 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors for high-net-worth individuals in Cleveland, OH: 138 firms from Form ADV filings as of October 2026.", "total_firms": 138, "page": 2, "total_pages": 3, "sort": "name", "registration_types": { "sec": 85, "state": 53, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 41 }, { "code": "percentage_of_aum", "count": 137 }, { "code": "hourly", "count": 76 }, { "code": "subscription", "count": 3 }, { "code": "fixed", "count": 95 }, { "code": "commissions", "count": 5 }, { "code": "performance_based", "count": 11 }, { "code": "other", "count": 28 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 37 }, { "code": "5_to_9", "count": 34 }, { "code": "10_to_19", "count": 37 }, { "code": "20_plus", "count": 30 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 22 }, { "code": "25m_100m", "count": 30 }, { "code": "100m_500m", "count": 42 }, { "code": "500m_1b", "count": 19 }, { "code": "1b_5b", "count": 12 }, { "code": "over_5b", "count": 12 }, { "code": "not_reported", "count": 1 } ], "firms": [ { "crd_number": 329404, "name": "Gatepass Capital, LLC", "name_as_filed": "GATEPASS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/gatepass-capital-llc-independence-oh-329404", "city": "Independence", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 311521, "name": "Gateway Asset Management, LLC", "name_as_filed": "GATEWAY ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/gateway-asset-management-llc-independence-oh-311521", "city": "Independence", "state": "OH", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 135511, "name": "GJW Investment Adviser LLC", "name_as_filed": "GJW INVESTMENT ADVISER LLC", "url": "https://advisorcensus.com/firm/gjw-investment-adviser-llc-medina-oh-135511", "city": "Medina", "state": "OH", "years_registered": 21, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336376, "name": "Grenadilla Advisory LLC", "name_as_filed": "GRENADILLA ADVISORY LLC", "url": "https://advisorcensus.com/firm/grenadilla-advisory-llc-beachwood-oh-336376", "city": "Beachwood", "state": "OH", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310119, "name": "Gross Investments LLC", "name_as_filed": "GROSS INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/gross-investments-llc-valley-city-oh-310119", "city": "Valley City", "state": "OH", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 109834, "name": "Highland Consulting Associates Inc.", "name_as_filed": "HIGHLAND CONSULTING ASSOCIATES INC.", "url": "https://advisorcensus.com/firm/highland-consulting-associates-inc-cleveland-oh-109834", "city": "Cleveland", "state": "OH", "years_registered": 32, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282906, "name": "Highland Consulting Associates International, Inc.", "name_as_filed": "HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.", "url": "https://advisorcensus.com/firm/highland-consulting-associates-international-inc-cleveland-oh-282906", "city": "Cleveland", "state": "OH", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 24723, "name": "Independence Capital Co., Inc.", "name_as_filed": "INDEPENDENCE CAPITAL CO., INC.", "url": "https://advisorcensus.com/firm/independence-capital-co-inc-parma-oh-24723", "city": "Parma", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 306236, "name": "Independence Wealth Advisors, LLC", "name_as_filed": "INDEPENDENCE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/independence-wealth-advisors-llc-independence-oh-306236", "city": "Independence", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 286157, "name": "Intentional Wealth Partners", "name_as_filed": "INTENTIONAL WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/intentional-wealth-partners-cleveland-oh-286157", "city": "Cleveland", "state": "OH", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298904, "name": "Journey Wealth Management", "name_as_filed": "JOURNEY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/journey-wealth-management-cleveland-oh-298904", "city": "Cleveland", "state": "OH", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 169208, "name": "JPS Financial, LLC", "name_as_filed": "JPS FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/jps-financial-llc-westlake-oh-169208", "city": "Westlake", "state": "OH", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289293, "name": "Kedzior Wealth Management LLC", "name_as_filed": "KEDZIOR WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/kedzior-wealth-management-llc-independence-oh-289293", "city": "Independence", "state": "OH", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 120184, "name": "Kenneth A. Dery & Associates", "name_as_filed": "KENNETH A. DERY & ASSOCIATES", "url": "https://advisorcensus.com/firm/kenneth-a-dery-and-associates-willoughby-oh-120184", "city": "Willoughby", "state": "OH", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 136300, "name": "Key Investment Services LLC", "name_as_filed": "KEY INVESTMENT SERVICES LLC", "url": "https://advisorcensus.com/firm/key-investment-services-llc-brooklyn-oh-136300", "city": "Brooklyn", "state": "OH", "years_registered": 20, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 104640, "name": "Keystone Financial Planning, Inc", "name_as_filed": "KEYSTONE FINANCIAL PLANNING, INC", "url": "https://advisorcensus.com/firm/keystone-financial-planning-inc-westlake-oh-104640", "city": "Westlake", "state": "OH", "years_registered": 39, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 311536, "name": "Kinetic Wealth Investment Advisors, LLC", "name_as_filed": "KINETIC WEALTH INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/kinetic-wealth-investment-advisors-llc-westlake-oh-311536", "city": "Westlake", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 174335, "name": "Kirtland Hills Capital Management, LLC", "name_as_filed": "KIRTLAND HILLS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kirtland-hills-capital-management-llc-bratenahl-oh-174335", "city": "Bratenahl", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106145, "name": "Klopp Investment Management LLC", "name_as_filed": "KLOPP INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/klopp-investment-management-llc-cleveland-oh-106145", "city": "Cleveland", "state": "OH", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 298138, "name": "Kosmin Wealth Management", "name_as_filed": "KOSMIN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/kosmin-wealth-management-beachwood-oh-298138", "city": "Beachwood", "state": "OH", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 314071, "name": "Lakeridge Wealth Management LLC", "name_as_filed": "LAKERIDGE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/lakeridge-wealth-management-llc-mentor-oh-314071", "city": "Mentor", "state": "OH", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312978, "name": "Landing Point Financial Group", "name_as_filed": "LANDING POINT FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/landing-point-financial-group-avon-oh-312978", "city": "Avon", "state": "OH", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110090, "name": "Lesjak Planning, LLC", "name_as_filed": "LESJAK PLANNING, LLC", "url": "https://advisorcensus.com/firm/lesjak-planning-llc-westlake-oh-110090", "city": "Westlake", "state": "OH", "years_registered": 45, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173310, "name": "Lineweaver Wealth Advisors", "name_as_filed": "LINEWEAVER WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/lineweaver-wealth-advisors-valley-view-oh-173310", "city": "Valley View", "state": "OH", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335612, "name": "M3 Wealth Management", "name_as_filed": "M3 WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/m3-wealth-management-north-royalton-oh-335612", "city": "North Royalton", "state": "OH", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 109807, "name": "MAI Capital Management, LLC", "name_as_filed": "MAI CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mai-capital-management-llc-cleveland-oh-109807", "city": "Cleveland", "state": "OH", "years_registered": 25, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 135414, "name": "McDonald Partners LLC", "name_as_filed": "MCDONALD PARTNERS LLC", "url": "https://advisorcensus.com/firm/mcdonald-partners-llc-cleveland-oh-135414", "city": "Cleveland", "state": "OH", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 170717, "name": "McLean Financial Planning and Investment Management", "name_as_filed": "MCLEAN FINANCIAL PLANNING AND INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/mclean-financial-planning-and-investment-management-mentor-oh-170717", "city": "Mentor", "state": "OH", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 130093, "name": "Michael Brady & Co., LLC", "name_as_filed": "MICHAEL BRADY & CO., LLC", "url": "https://advisorcensus.com/firm/michael-brady-and-co-llc-westlake-oh-130093", "city": "Westlake", "state": "OH", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 309018, "name": "NEO Investment Counsel, LLC", "name_as_filed": "NEO INVESTMENT COUNSEL, LLC", "url": "https://advisorcensus.com/firm/neo-investment-counsel-llc-cleveland-oh-309018", "city": "Cleveland", "state": "OH", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 113175, "name": "Newport Investment Advisors Inc", "name_as_filed": "NEWPORT INVESTMENT ADVISORS INC", "url": "https://advisorcensus.com/firm/newport-investment-advisors-inc-beachwood-oh-113175", "city": "Beachwood", "state": "OH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334545, "name": "Nextgen Wealth Defense LLC", "name_as_filed": "NEXTGEN WEALTH DEFENSE LLC", "url": "https://advisorcensus.com/firm/nextgen-wealth-defense-llc-lorain-oh-334545", "city": "Lorain", "state": "OH", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 148341, "name": "Nirvana Analytics, LLC", "name_as_filed": "NIRVANA ANALYTICS, LLC", "url": "https://advisorcensus.com/firm/nirvana-analytics-llc-pepper-pike-oh-148341", "city": "Pepper Pike", "state": "OH", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 111257, "name": "North Point Portfolio Managers Corporation", "name_as_filed": "NORTH POINT PORTFOLIO MANAGERS CORPORATION", "url": "https://advisorcensus.com/firm/north-point-portfolio-managers-corporation-orange-village-oh-111257", "city": "Orange Village", "state": "OH", "years_registered": 27, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171694, "name": "North Star Advisory Group, LLC", "name_as_filed": "NORTH STAR ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/north-star-advisory-group-llc-beachwood-oh-171694", "city": "Beachwood", "state": "OH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 195511, "name": "Oak Park Wealth Management LLC", "name_as_filed": "OAK PARK WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/oak-park-wealth-management-llc-westlake-oh-195511", "city": "Westlake", "state": "OH", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 119952, "name": "ODA and Company, Inc.", "name_as_filed": "ODA AND COMPANY, INC.", "url": "https://advisorcensus.com/firm/oda-and-company-inc-medina-oh-119952", "city": "Medina", "state": "OH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168013, "name": "Oncenter Financial Advisors LLC", "name_as_filed": "ONCENTER FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/oncenter-financial-advisors-llc-beachwood-oh-168013", "city": "Beachwood", "state": "OH", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283087, "name": "Oneseven", "name_as_filed": "ONESEVEN", "url": "https://advisorcensus.com/firm/oneseven-beachwood-oh-283087", "city": "Beachwood", "state": "OH", "years_registered": 10, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 130198, "name": "ORG Portfolio Management LLC", "name_as_filed": "ORG PORTFOLIO MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/org-portfolio-management-llc-beachwood-oh-130198", "city": "Beachwood", "state": "OH", "years_registered": 22, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 148662, "name": "Paradigm Wealth Management, LLC", "name_as_filed": "PARADIGM WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/paradigm-wealth-management-llc-westlake-oh-148662", "city": "Westlake", "state": "OH", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 317521, "name": "Park Edge Advisors, LLC", "name_as_filed": "PARK EDGE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/park-edge-advisors-llc-cleveland-oh-317521", "city": "Cleveland", "state": "OH", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 127391, "name": "Peak Wealth Solutions", "name_as_filed": "PEAK WEALTH SOLUTIONS", "url": "https://advisorcensus.com/firm/peak-wealth-solutions-pepper-pike-oh-127391", "city": "Pepper Pike", "state": "OH", "years_registered": 16, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 121055, "name": "Peck & Associates, LLC", "name_as_filed": "PECK & ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/peck-and-associates-llc-independence-oh-121055", "city": "Independence", "state": "OH", "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331948, "name": "Pennant Wealth Management LLC", "name_as_filed": "PENNANT WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/pennant-wealth-management-llc-westlake-oh-331948", "city": "Westlake", "state": "OH", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332507, "name": "Prasad Wealth Partners", "name_as_filed": "PRASAD WEALTH PARTNERS", "url": 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