RIA Intel›Advisers›Michigan›CONVERT FINANCIAL SERVICES LLC

CONVERT FINANCIAL SERVICES LLC

Advisory

MI

Data as of Mar 17, 2026 · Source: SEC Form ADV

Average account
$77K
across 26 accounts
AUM per adviser
$2M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM
$2M
Discretionary %
0%
Clients
26
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$2M
Discretionary AUM$0
Non-Discretionary AUM$2M
Discretionary %0%
Total Clients26
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
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.

PIERCE FINANCIAL LLC
ANN ARBOR, MI
$2M
BOWEN FINANCIAL PLANNING LLC
$2M
DANIEL RYAN FINANCIAL LLC
$2M
VILLAIRE FINANCIAL, LLC
$2M
WEALTHY INTENTIONS LLC
$2M
BOARDWALK WEALTH MANAGEMENT, LLC
ANN ARBOR, MI
$2M

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