Cirrus Wealth Management LLC
Legal Name: CIRRUS WEALTH MANAGEMENT, LLC
6060 ROCKSIDE WOODS BLVD, SUITE 141, CLEVELAND, OH
216-503-9310
http://www.cirruswealth.com
Frequently Asked Questions (FAQ)
Full Contact Details
Cirrus Wealth Management LLC
6060 ROCKSIDE WOODS BLVD, SUITE 141, CLEVELAND, OH
216-503-9310
216-503-9258
Other Info
Cirrus Wealth Management, LLC is an Ohio-based Limited Liability Company with 8 employees, 6 of whom are in advisory roles. Their client base is unknown, but they are listed as "Approved" by the U.S. Securities and Exchange Commission with a registration date of March 7, 2016.
Cleveland, Ohio Wealth Management Firm | Cirrus Wealth Management
Cirrus Wealth Management is an independent wealth management firm offering comprehensive retirement, estate, tax and business planning solutions.
Direct Owners
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JILL FRANKS
CFO owns less than 5%
-
JOSEPH PATRICK HEIDER
MANAGING MEMBER / PRESIDENT owns 75% or more
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LAURA LYNN STERNHEIMER
CHIEF COMPLIANCE OFFICER owns less than 5%
-
RYAN SCOTT HEIDER
VICE PRESIDENT owns less than 5%
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