RIA Intel›Advisers›Michigan›ADVIZE WEALTH MANAGEMENT PLLC

ADVIZE WEALTH MANAGEMENT PLLC

Advisory

ROCHESTER, MI

Data as of Jul 29, 2026 · Source: SEC Form ADV

Rank in MI

#451

of 521 advisers by AUM

Average account

$230K

across 299 accounts

AUM per adviser

$34M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 29, 2026.

Total AUM

$69M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$69M

Discretionary AUM$67M

Non-Discretionary AUM$2M

Discretionary %97.3%

Total Clients116

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, MI, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

116 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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