Investment adviser · CRD 148023

CUNNINGHAM WEALTH MANAGEMENT

Investment adviser filing (IA)

CUNNINGHAM WEALTH MANAGEMENT LLC

BROADVIEW HEIGHTS, OH, United States · Form ADV filed Aug 27, 2012

Regulatory AUM
$39.8M
Form ADV · Item 5.F
Client accounts
178
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 27, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

60 EAGLE VALLEY COURT
BROADVIEW HEIGHTS, OH, 44147, United States

CRD 148023

Filing source

Form ADV 665791 · Aug 27, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.