Ashley N. Arsena
CLEVELAND WEALTH
Cleveland, OH 44114
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CRD#: 7030080
Professional summary
Ashley Nicole Arsena, CFP®, who also goes by Ashley Grayshaw, is a registered financial advisor currently at CLEVELAND WEALTH, LLC located in Cleveland, Ohio.
Ashley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ashley has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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)PREMIUM
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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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
