Thomas Williams Stockett
Investment adviser representative at Cleveland Wealth, LLC
20 yearsExperience
1 stateRegistered in
$506.6MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Sage Settlement ConsultingJan 2019 to now
- Cw Insurance, LLCDec 2018 to now
- Cw SettlementsDec 2018 to now
- Cleveland Wealth, LLCOct 2015 to now
- Fks Consulting dba Sgs PlanningJan 2006 to now
- Millennium SettlementsJul 2012 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (OH).
Cleveland Wealth, LLC
$506.6MAssets managed
396Clients
3Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5863333
- Firm CRD
- 282196