Feedback
Share
Link
Link copied!
Fund Codex
Cirrus Wealth Management
Find a fund
Explore
Search
Fund Codex
More
About Fund Codex
Copyright © 2022 FundCodex.com and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Cirrus Wealth Management Share
Link
Link copied!

Table of Contents
Map Loading...
Overview Share
Link
Link copied!
Back to Top
Cleveland, Ohio
$163.7 million AUM
3 offices

Cirrus Wealth Management is based in Cleveland, Ohio and has $163.7 million in assets under management.

Location
6060 Rockside Woods Boulevard
Suite 141
Cleveland, OH 44131
$163.7 million
AUM
9
Employees
AUM Share
Link
Link copied!
Back to Top
$163,685,800
Assets under management
484 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 188 $39,240,500 24% $208,726
High net worth individuals 53 $91,471,400 56% $1,725,875
Pension and profit sharing plans 13 $14,389,700 9% $1,106,900
Charitable organizations 1 $670,100 0% $670,100
Other corporations or businesses 5 $17,914,100 11% $3,582,820
Employees Share
Link
Link copied!
Back to Top
9
Employees
6
Investment analysts
67% of total employees
AUM per employee Share
Link
Link copied!
Back to Top
$163,685,800
Assets under management
$18,187,311
AUM per employee
$27,280,967
AUM per investment analyst
About Share
Link
Link copied!
Back to Top
Compensation

Cirrus Wealth Management makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Cirrus Wealth Management provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
Firm data Share
Link
Link copied!
CRD number 282,108
SEC number 801-107369
Legal structure Limited Liability Company
Legal governance Ohio, United States
Latest ADV filing date March 19, 2020

Other Funds

See all...
Lebaronbrown Holdings LLC
Fund: $214,512,905
Sayer Capital LP
Fund: Under $1 billion
Social Leverage Advisors, LLC
Fund: Under $1 billion
Argand Partners, LP
Fund: $862,198,685
Sequoia Capital IV Israel LTD.
Fund: Under $1 billion
BC Advisors, LLC
Fund: $4,000,105,686
Tamp Advisory Solutions, LLC
Fund: $173,368,531

More Funds

See all...
MY Wealth Management, Inc
Fund: $130,500,000
Rock Hill Capital
Fund: $294,919,967
Brigham Management, LLC
Fund: Under $1 billion
Reliant Wealth Planning, LLC
Fund: $319,809,034
Voce Capital Management LLC
Fund: $208,600,000
Tim Looney Investments, LLC
Fund: $266,267,278
Arp Americas LP
Fund: $2,013,704,009
Sancus Capital Management LP
Fund: $209,000,000
Lodgepine Capital Management Limited
Fund: Under $1 billion

All of Fund Codex

See all...

Similar Funds to Cirrus Wealth Management

See all...
Cirrus Wealth Management
Fund: $163,685,800
Airbus Ventures
Fund: Under $1 billion
Virtus Fund Advisers, LLC
Fund: $12,791,861,559
Sirius Asset Management
Fund: Under $1 billion
Clarus Wealth Advisors, LLC
Fund: $252,159,944
Chorus Capital
Fund: Under $1 billion
Virtus Investment Advisers, Inc.
Fund: $33,246,199,227