Data / Investment advisers / Ohio / Return on Life Wealth Partners
Return on Life Wealth Partners, Cleveland, OH: $473 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Return on Life Wealth Partners is an SEC registered investment adviser with its main office in Cleveland, Ohio and reports $473 million in regulatory assets under management in its Form ADV filed February 25, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and subscription fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 112879
- SEC file number
- 801-110086
- SEC status
- Approved, effective March 14, 2017
- Legal name
- Planned Financial Services, LLC
- Main office
- 7000 Fitzwater Road Suite 300, Cleveland, OH 44141
- Phone
- (440) 740-0130
- Website
- returnonlifewealth.com
- Regulatory AUM
- $472,512,140 in the Form ADV filed February 25, 2026
- Discretionary AUM
- $412,787,982
- Non discretionary AUM
- $59,724,158
- Accounts
- 834
- Employees
- 13, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, subscription fees, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 88 | $342.6 million |
| Individuals (other than high net worth individuals) | 167 | $70.1 million |
| Pension and profit sharing plans | 29 | $59.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $472.5 million | February 25, 2026 |
| December 1, 2025 | $392.2 million | March 31, 2025 |
Other advisers in Cleveland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| First Fiduciary Investment Counsel Inc | Cleveland | $565.5 million | Not listed | adviserinfo.sec.gov |
| Resilience Management | Cleveland | $546.3 million | 15 | adviserinfo.sec.gov |
| Park Edge Advisors, LLC | Cleveland | $522.5 million | Not listed | adviserinfo.sec.gov |
| Cleveland Wealth, LLC | Cleveland | $506.6 million | Not listed | adviserinfo.sec.gov |
| The O.H.I.O. Fund | Cleveland | $474.6 million | 6 | adviserinfo.sec.gov |
| Reed Financial Services, Inc. | Cleveland | $388.6 million | Not listed | adviserinfo.sec.gov |
| CW Industrial Partners, LLC | Cleveland | $283.9 million | 4 | adviserinfo.sec.gov |
| Clutterbuck Capital Management LLC | Cleveland | $233.4 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Cleveland, OH
- Investment advisers in Ohio
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Return on Life Wealth Partners on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.