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Wealth Manager • Cleveland, United States

Reed Financial Services

Reed Financial Services is a wealth manager based in Cleveland, United States. Verified contact details, AUM data, and investment preferences on FindLPs.

$270M
Assets Under Mgmt
Wealth Manager
Investor Type
Cleveland, United States
Headquarters
About

Reed Financial Services

Reed Financial Services is an independent, true wealth management firm. For over 30 years, our team of professionals has provided specialized financial planning, disciplined investment management, and integrated wealth management in order to help you work toward maximizing your assets, enhancing your quality of life, and realizing personal and financial goals.

Investment Focus

What Reed Financial Services Invests In

Investment types: Investment Funds, Joint Venture/Partner, Private Equity, Venture Capital - Early Stage, Venture Capital

Sectors & themes: Conservative Allocation, Equity/Mutual Funds, Equity Securities, Options Trading, Startups & Management, Alternative Investments, Finance, Traditional Investments (Liquid Assets)

Preferred geographies: United States

Location: 5885 Landerbrook Drive, Suite 110\nCleveland\nOhio\n44124\nUnited States

Contact Reed Financial Services

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.