Key facts
- RETURN ON LIFE WEALTH PARTNERS is a other based in CLEVELAND, OH.
Registered with the SEC
Form ADV · 2026-02 · CRD 112879- Regulatory AUM
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- Private fund assets
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- Private funds
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- Staff
- 13
- Registered office
- CLEVELAND, OH
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as PLANNED FINANCIAL SERVICES, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for RETURN ON LIFE WEALTH PARTNERS are on record yet. Positions surface from round participations, filings, and coverage.
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