Ashley Nicole Arsena
Investment adviser representative at Cleveland Wealth, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$506.6MFirm assets
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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
11 years in the industry.
- Cleveland Wealth, LLCMar 2026 to now
- Shaker Investments LLCJun 2015 to Mar 2026
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
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
- 7030080
- Firm CRD
- 282196