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Western Reserve Wealth Management
Western Reserve Wealth Management LLC is a state-registered investment adviser. The firm manages $42 million in assets, $40 million on a discretionary basis.
Overview
Western Reserve Wealth Management LLC is a state-registered investment adviser. The firm manages $42 million in assets, $40 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Mayfield Heights
Corporate office
Mayfield Heights, OH, United States
Principals
Thomas E. Stickney
Founder and Managing Partner
James M. Williams
Partner
Sector focus
Frequently asked questions
How does Western Reserve Wealth Management source direct investment opportunities?
The firm relies on a regional network of co-investors, attorneys, and operating partners rather than a centralized deal-sourcing platform. This network, built over decades in Northeast Ohio, surfaces middle-market real estate and private credit opportunities that complement the families' existing operating businesses. The approach favors relationship-driven, off-market transactions over competitive auctions.
Who makes investment decisions at Western Reserve Wealth Management?
Founding partner Thomas Stickney and partner James Williams jointly oversee investment decisions, with Stickney providing the primary legal and tax framework. The partnership structure means decisions reflect consensus between the two named professionals, without a separate investment committee layer. Clients retain ultimate discretion over their individual allocations.
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