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RETURN ON LIFE WEALTH PARTNERS

CLEVELAND, OH · CRD 112879 · IAPD ↗ · returnonlifewealth.com · 440-740-0130

$472.5MRegulatory AUM
5Advisory reps
13Employees
0Clients
11-25Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2026 — RETURN ON LIFE WEALTH PARTNERS notice-filed in NY, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.