CUNNINGHAM WEALTH MANAGEMENT
Firm details
- Headquarters
- BROADVIEW HEIGHTS, Ohio
- CRD number
- 148023
- Website
- cwmwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI62.91%
- Individuals36.84%
- Pension & Profit Sharing Plans0.25%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Cunningham Wealth Management is an independent, individual-owned RIA organized as an LLC that serves primarily individual and family clients. The firm functions as both a capital allocator and a financial planner, combining portfolio management for individuals and small businesses with selection of outside advisers and educational workshops. It also operates ancillary businesses as an insurance broker and provides accounting services. Fee arrangements are varied — percentage of AUM, hourly, fixed fees and other structures are used depending on client engagement.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities29%
- US Government Bonds5%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Contacts
3 of 4GLENN CUNNINGHAM
Managing MemberCRD 3194874
JAMES DAVIS
ManagerCRD 4685981
DANIEL CUNNINGHAM
Associate Director of Wealth Management ServicesCRD 7094566
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BROADVIEW HEIGHTS, OH
CUYAHOGA
Location
BROADVIEW HEIGHTS, OH
Headquartered in BROADVIEW HEIGHTS, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- CUYAHOGA
- Address
- 60 Eagle Valley Ct
- Time zone
- ET (UTC-5)
- Office locations
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