SEC Form ADV

RETURN ON LIFE WEALTH PARTNERS

Firm profile: Return on Life Wealth Partners — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserOH
$472.5M
Assets Under Management
834
Total Clients
13
Employees
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Registration Details

Accession
CRD-112879
Location
CLEVELAND, OH
Filing Date
February 25, 2026
AUM
$472.5M
Total Clients
834
Institutional Clients
29
Employees
13
Amendment
No

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

RETURN ON LIFE WEALTH PARTNERS is a registered investment adviser headquartered in CLEVELAND, OH, managing approximately $472.5M in assets across 834 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.