Cleveland Wealth Revenue, Growth & Competitor Profile

DBA CLEVELAND WEALTH, LLC

Company Profile & Annual Report for Cleveland Wealth

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Cleveland Wealth Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	600 Superior Avenue East Suite 2550 Cleveland, OH 44114

Note: Revenues for privately held companies are statistical evaluations.


Cleveland Wealth's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Cleveland Wealth's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Cleveland Wealth is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Cleveland Wealth Annual Revenue and Growth Rate

Cleveland Wealth	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$1 - $10 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Cleveland Wealth's revenues are gauged from an analysis of company filings.

Cleveland Wealth's Income Statement (based on Industry Averages)

Cleveland Wealth P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Market Share of Cleveland Wealth's Largest Competitors

A competitive analysis shows these companies are in the same general field as Cleveland Wealth, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Cleveland Wealth. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
STRATOS WEALTH ADVISORS	Beachwood, OH	100
VICTORY CAPITAL MANAGEMENT	Brooklyn, OH	77
SEASONS SERVICE SELECT	Valley View, OH	69
EQUITY TRUST	Westlake, OH	30
MAI CAPITAL SECONDARIES INFRASTRUCTURE SOLUTION	Cleveland, OH	30
EQUITY ADMINISTRATIVE SERVICES	Westlake, OH	29

Other Companies at 600 Superior Avenue East, Cleveland OH

Company	Headquarters	Revenue ($ MM)
SPECIALTY NETWORKS	Cleveland, OH	100
QIC US MANAGEMENT	Cleveland, OH	69
SKOLNICK WEISER LAW FIRM	Cleveland, OH	34
MPE PARTNERS	Cleveland, OH	0
LIBMAN GOLDSTINE KOPPERMAN & W	Cleveland, OH	0

Future Competition: Cleveland Wealth's Fastest Growing Competitors

These companies are in the same general field as Cleveland Wealth and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)