RIA Intel›Advisers›Michigan›CENTER FOR WEALTH PLANNING ADVISORS, INC

CENTER FOR WEALTH PLANNING ADVISORS, INC

Advisory

N·TROY, MI

Data as of Mar 30, 2017 · Source: SEC Form ADV

Total AUM

$127M

1-Year AUM Growth

+25.8%

3-Year CAGR

0.0%

Employees

12

Assets Under Management

Total AUM$127M

Discretionary AUM$122M

Non-Discretionary AUM$5M

Discretionary %96%

Total Clients—

Team

Total Employees12

Investment Advisers12

Employee Growth (1Y)—

Filing History

Total Filings on Record16

First FilingDec 4, 2014

Latest FilingMar 30, 2017

🔒 Full AUM trend chart and 16 historical filings spanning 3+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CENTER FOR WEALTH PLANNING ADVISORS, INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.