RIA Intel›Advisers›Ohio›CIRRUS WEALTH MANAGEMENT, LLC

CIRRUS WEALTH MANAGEMENT, LLC

Advisory

N·CLEVELAND, OH

Data as of Mar 30, 2023 · Source: SEC Form ADV

Total AUM

$298M

1-Year AUM Growth

-16.6%

3-Year CAGR

+21.9%

Employees

8

Assets Under Management

Total AUM$298M

Discretionary AUM$229M

Non-Discretionary AUM$69M

Discretionary %76.7%

Total Clients—

Team

Total Employees8

Investment Advisers12

Employee Growth (1Y)—

Filing History

Total Filings on Record22

First FilingFeb 26, 2016

Latest FilingMar 30, 2023

🔒 Full AUM trend chart and 22 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CIRRUS WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.