Ashley Arsena has been an investment adviser representative at Cleveland Wealth since March 2026, and is not listed among the firm’s executive officers or direct owners. Ashley Arsena holds a Bachelor of Arts in Business Management from Baldwin Wallace University and a Certificate in Financial Planning from New York University School of Professional Studies.
Cleveland Wealth, LLC is a Cleveland, OH firm with $507M under management, 396 clients and 3 advisers in one office, as of its July 2026 filing.
Ashley Arsena is Wealth Advisor at Cleveland Wealth, LLC, based in Cleveland, OH. Her work centers on retirement planning, tax-efficient strategies and long-term investment management for individuals, families, businesses and non-profits. She began her career in 2016, with experience spanning financial planning, portfolio implementation, trading, operations and client relationship management.
Ashley Arsena’s longest registration was 7 years at Shaker Investments (2018–2026). Before joining Cleveland Wealth in 2026, Ashley Arsena was registered through Shaker Investments.
- Cleveland Wealth, LLCCurrent– present · under a yearCleveland, OH · Adviser representative · Firm CRD 282196
- Shaker Investments– · 7 yearsBeachwood, OH · Adviser representative · Firm CRD 119135
Professional designations
Listed by Cleveland Wealth
- CERTIFIED FINANCIAL PLANNER® (CFP®)
Investment adviser representative registrations
Ashley Arsena is registered as an investment adviser representative in Ohio, since March 2026.
- OhioSince 11 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 October 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ashley Nicole Arsena
- CRD
- 7030080
- Firm
- Cleveland Wealth · CRD 282196
- Office
- 600 SUPERIOR AVENUE EAST, SUITE 2550, Cleveland, OH 44114
- Registration
- Investment adviser registration
- In the industry since
- October 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- clevelandwealth.com
Where does Ashley Arsena work?
Ashley Arsena is an investment adviser representative registered through Cleveland Wealth, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Ashley Arsena a financial advisor?
Yes. Ashley Arsena has a current investment-adviser registration in Ohio, through Cleveland Wealth since March 2026.
How many years of experience does Ashley Arsena have?
Ashley Arsena has 7 years in the financial industry, since October 2018, across 2 adviser firms.
What exams has Ashley Arsena passed?
Ashley Arsena passed the Series 65 in October 2018.
Where did Ashley Arsena work before Cleveland Wealth?
Before Cleveland Wealth, Ashley Arsena was registered through Shaker Investments, October 2018 to March 2026.
Where is Ashley Arsena based?
Ashley Arsena’s registered office is in Cleveland, OH.
Is Ashley Arsena registered with FINRA?
No. Ashley Arsena has no current broker registration.
Is Ashley Arsena a CFP?
Cleveland Wealth lists Ashley Arsena with the CFP credential (“CERTIFIED FINANCIAL PLANNER® (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Ashley Arsena’s record?
Search CRD 7030080 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ashley Arsena’s full registration record.
