Ashley N. Arsena
CLEVELAND WEALTH
CLEVELAND, OH 44114
CRD#: 7030080
Ashley Nicole ArsenaCLEVELAND WEALTH
Why Work With Ashley
Professional summary
Ashley Arsena (formally Grayshaw), CFP®, is a registered financial advisor CLEVELAND WEALTH, LLC. Ashley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016.
At a Glance
Always Fiduciary
Paid By: AUM %
Paid By: Fixed / Negotiated Fee
Min. Asset: $250K–$500K
Under 20 clients
Serves: Pre-Retirees
Serves: Young Professionals & New Investors
Serves: Financial Planning for Women
Services Offered
Retirement Planning
Investment Management
Tax Planning
Financial Planning
Estate & Legacy Planning
Specializations
Divorce Planning
Special Needs Planning
Biography
Ashley Arsena is a Wealth Advisor with Cleveland Wealth and a CERTIFIED FINANCIAL PLANNER™ professional who believes the best financial planning starts with listening. She works closely with individuals and families to bring clarity, structure, and confidence to their financial lives, with a strong emphasis on tax-aware planning and long-term decision making.
Ashley specializes in working with pre-retirees, women, and families navigating more complex planning needs, including those supporting loved ones with disabilities. She helps clients think through both present-day financial decisions and long-term planning considerations, always with a focus on creating strategies that are thoughtful, practical, and aligned with what matters most to them.
Prior to joining Cleveland Wealth, Ashley spent nine years at Shaker Investments, where she held a Senior Client Service role and worked closely with investment professionals and clients on portfolio management and client experience. That foundation shaped her belief in disciplined investing, clear communication, and the importance of building long-term relationships grounded in trust.
She earned her Bachelor of Arts in Business Management from Baldwin Wallace University and completed her Certificate in Financial Planning at New York University’s School of Professional Studies. Ashley has been recognized by AdvisorHub as one of the Top Women Advisors to Watch.*
Outside of work, Ashley lives in Northeast Ohio with her wife Jessica and their two children, Connor and Avery. She is actively involved in her community and enjoys coaching, attending her kids’ activities, and cheering on Cleveland sports teams. She brings the same values she lives by, consistency, honesty, and care for others, into every client relationship.
*Participating in the ranking is free and AdvisorHub received no compensation from advisors. To read more about AdvisorHub's methodology and to view the full list please visit: www.advisorhub.com
Aliases
Ashley Grayshaw
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Ashley Nicole Arsena's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2021
Experience
Current
March 11, 2026 - Present
CLEVELAND WEALTH, LLC
Office #1: 600 Superior Avenue East Suite 2550, Cleveland, OH 44114RIA
CRD#: 282196
CLEVELAND, OH
Past
October 24, 2018 - March 3, 2026
SHAKER INVESTMENTS
RIA
CRD#: 119135
BEACHWOOD, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CLEVELAND WEALTH, LLC
CLEVELAND WEALTH, LLC | SGS CLEVELANDWEALTH, LLC
CRD#: 282196 / SEC#: 801-117776
RIA
Registered Investment Advisory firm - (12/13/2019 Approved)Arizona
Registered Investment Advisory firm - (12/24/2019 Terminated)California
Registered Investment Advisory firm - (1/23/2020 Terminated)Florida
Registered Investment Advisory firm - (12/24/2019 Terminated)Illinois
Registered Investment Advisory firm - (12/10/2019 Terminated)Indiana
Registered Investment Advisory firm - (1/10/2020 Terminated)Louisiana
Registered Investment Advisory firm - (12/24/2019 Terminated)Michigan
Registered Investment Advisory firm - (12/26/2019 Terminated)New York
Registered Investment Advisory firm - (12/24/2019 Terminated)North Carolina
Registered Investment Advisory firm - (1/2/2020 Terminated)Ohio
Registered Investment Advisory firm - (12/24/2019 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/26/2019 Terminated)Texas
Registered Investment Advisory firm - (12/24/2019 Terminated)Virginia
Registered Investment Advisory firm - (12/24/2019 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(3/11/2026)
Current Firm
CW
CLEVELAND WEALTH, LLC
CLEVELAND WEALTH, LLC | SGS CLEVELANDWEALTH, LLC
CRD#: 282196 / SEC#: 801-117776
RIA
Registered Investment Advisory firm - (12/13/2019 Approved)Arizona
Registered Investment Advisory firm - (12/24/2019 Terminated)California
Registered Investment Advisory firm - (1/23/2020 Terminated)Florida
Registered Investment Advisory firm - (12/24/2019 Terminated)Illinois
Registered Investment Advisory firm - (12/10/2019 Terminated)Indiana
Registered Investment Advisory firm - (1/10/2020 Terminated)Louisiana
Registered Investment Advisory firm - (12/24/2019 Terminated)Michigan
Registered Investment Advisory firm - (12/26/2019 Terminated)New York
Registered Investment Advisory firm - (12/24/2019 Terminated)North Carolina
Registered Investment Advisory firm - (1/2/2020 Terminated)Ohio
Registered Investment Advisory firm - (12/24/2019 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/26/2019 Terminated)Texas
Registered Investment Advisory firm - (12/24/2019 Terminated)Virginia
Registered Investment Advisory firm - (12/24/2019 Terminated)Loading...
Contact information
Main Address
600 Superior Avenue East Suite 2550, Cleveland, OH 44114
Mailing Address
Phone number
(216) 810-5900
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,047 |
| AUM (Assets Under Management) | $ 506,578,765 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
