Firefly Wealth Management
Firm details
- Headquarters
- Cleveland, Ohio
- CRD number
- 331225
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Firefly Wealth Management is an Ohio-based limited liability company operating as an independent registered investment adviser focused on individual and family clients. The firm is owner-operated and structures fees as a mix of percentage-of-assets-under-management and fixed fees. Its advisory scope centers on financial planning and discretionary portfolio management for individuals and small businesses.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds99%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Joshua Levine
Financial Planner & Wealth ManagerCRD 6729406
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cleveland, OH
Cuyahoga
Location
Cleveland, OH
Headquartered in Cleveland, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 1468 W 9th St
- Time zone
- ET (UTC-5)
- Office locations
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