RIA Intel›Advisers›Michigan›FRONT STREET WEALTH MANAGEMENT, LLC

FRONT STREET WEALTH MANAGEMENT, LLC

Advisory

TRAVERSE CITY, MI

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in MI
#405
of 521 advisers by AUM
AUM change, 1 year
-5.4%
20th percentile in MI
AUM CAGR, 3 year
+3.7%
compound annual growth
Average account
$1M
across 68 accounts
AUM per adviser
$97M
1 adviser
Filing history
17
filings since 2005

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$97M
1-Year AUM Growth
-5.4%
3-Year CAGR
+3.7%
Employees
2
Assets Under Management
Total AUM$97M
Discretionary AUM$92M
Non-Discretionary AUM$5M
Discretionary %94.7%
Total Clients68
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record17
First FilingJul 15, 2005
Latest FilingMar 31, 2026
Full AUM trend chart and 17 historical filings spanning 21+ years
Included with Pro →
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.

CASCADE ASSET MANAGERS, LLC
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$97M
0.0% 1Y
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$97M
-1.4% 1Y
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$95M
PROSPERITY WEALTH STRATEGIES LLC
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$95M
STEWARD CAPITAL MANAGEMENT, INC.
BLOOMFIELD HILLS, MI
$95M
-16.5% 1Y
TACTICAL PORTFOLIO ADVISORS, LLC
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$99M

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