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Cunningham Wealth Management LLC (Broadview Heights)


Cunningham Wealth Management LLC is an adviser based in Broadview Heights. It manages $39.77 million of regulatory assets for 178 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Ohio and South Carolina.




Cunningham Wealth Management provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cunningham Wealth Management: assets under management

The assets under management (AUM) of Cunningham Wealth Management LLC is $39.77 million. The firm's AUM has grown by 18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $7.82 million in discretionary accounts and $31.95 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $300.79 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $210.18 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cunningham Wealth Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Broadview Heights

The principal office where Cunningham Wealth Management LLC performs its advisory services is located at 60 Eagle Valley Court, Broadview Heights, OH 44147, which is also the mailing address of the firm. An additional office of the firm is in Mount Pleasant, SC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 440-717-1350 or by fax 440-717-1345. The normal business hours are 8:00 am - 5:30 pm on Monday - Friday.


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