# Western Reserve Wealth Management

Western Reserve Wealth Management is a Multi Family Office based in Mayfield Heights, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Mayfield Heights, United States
- **Region:** North America
- **Address:** Mayfield Heights, OH, United States
- **Assets under management:** Undisclosed
- **Website:** westernreservewealth.com

## Regulatory record

- **CRD number:** 326772
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/326772

## About

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.

## Sectors

- Real Estate
- Private Credit
- Private Equity
- Insurance

## People

- Thomas E. Stickney — Founder and Managing Partner
- James M. Williams — Partner

## 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.

## Related profiles

- [Wheelhouse Group](https://altss.com/profile/wheelhouse-group)

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Last updated: 2026-07-06T01:24:28.778Z

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