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C&D WEALTH ADVISORS

Advisory

MI

Data as of Apr 27, 2026 · Source: SEC Form ADV

AUM change, 1 year
+3.3%
37th percentile in MI
AUM CAGR, 3 year
+13.7%
compound annual growth
Average account
$682K
across 38 accounts
AUM per adviser
$26M
1 advisers
Filing history
11
filings since 2001

Source: SEC Form ADV. Figures as filed Apr 27, 2026.

Total AUM
$26M
1-Year AUM Growth
+3.3%
3-Year CAGR
+13.7%
Employees
1
Assets Under Management
Total AUM$26M
Discretionary AUM$26M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients22
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record11
First FilingApr 2, 2001
Latest FilingApr 27, 2026
Full AUM trend chart and 11 historical filings spanning 25+ years
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Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

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

PARK INVESTMENTS AND CONSULTING LLC
GROSSE POINTE, MI
$26M
VARTANIAN CAPITAL MANAGEMENT, LLC
$26M
BONDY FINANCIAL SERVICES CORP
TRAVERSE CITY, MI
$26M
-46.9% 1Y
NEW VIEW FINANCIAL, LLC
AUBURN HILLS, MI
$26M
THE PEACH CORPORATION
BINGHAM FARMS, MI
$26M
-13.9% 1Y
MSDR PARTNERS, LLC
$26M

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