Fee-OnlyFinder

Appaloosa Wealth Management LLC

Financial planning in Independence, OH

State registeredNo commissions reported

Call (216) 573-3725Send a messageMap ↗

Public-record details

Address
Crown Centre 5005 Rockside Road, Suite 600, Independence, OH 44131
Phone
(216) 573-3725
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
CRD number
169935
Registration
State registered: OH
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management
$88.6 million
Accounts managed
206
Clients reported (Form ADV 5.D)
65
Individual / high-net-worth clients
45 / 20
Employees
1
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-12

State registered (OH) investment adviser, CRD 169935, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Independence

Burns Financial Advisors, INC.5005 Rockside Road Suite 600 · Independence, OH 44131 · (216) 573-3737 · Flat / fixed feesCRD 111826 · % of assets, Fixed fees, Performance-based fees · $10.1 million AUMState registeredNo commissions reportedEnza Financial, LLC6450 Rockside Woods Blvd S, Suite 150 · Independence, OH 44131 · (216) 236-0700 · Financial planningCRD 315827 · % of assets, Hourly charges, Other · $191.2 million AUMSEC registeredNo commissions reportedFairway Wealth Management LLC6055 Rockside Woods Blvd., Suite 330 · Independence, OH 44131 · (216) 573-7200 · Financial planningCRD 311031 · % of assets, Hourly charges, Fixed fees · $3.0 billion AUMSEC registeredNo commissions reportedGatepass Capital, LLC5005 Rockside Road, Suite 230 · Independence, OH 44131 · (833) 428-3727 · Financial planningCRD 329404 · % of assets, Fixed fees, Performance-based fees · $299.1 million AUMSEC registeredNo commissions reportedGateway Asset Management, LLC2 Summit Park Drive, Suite 100 · Independence, OH 44131 · (440) 484-3258 · Financial planningCRD 311521 · % of assets, Hourly charges, Fixed fees · $70.6 million AUMState registeredNo commissions reportedIndependence Wealth Advisors, LLC6100 Oak Tree Blvd South, Suite 130 · Independence, OH 44131 · (216) 268-3888 · Financial planningCRD 306236 · % of assets, Fixed fees · $210.3 million AUMSEC registeredNo commissions reportedKedzior Wealth Management LLC4500 Rockside Road, Suite 440 · Independence, OH 44131 · (216) 264-4395 · Financial planningCRD 289293 · % of assets, Fixed fees · $85.0 million AUMState registeredNo commissions reportedPeck & Associates, LLC6060 Rockside Woods Blvd, Suite 125 · Independence, OH 44131 · (216) 520-1323 · Financial planningCRD 121055 · % of assets, Hourly charges, Fixed fees · $8.7 million AUMState registeredNo commissions reported

All 14 in Independence →