RIA Intel›Advisers›Michigan›GREAT LAKES WEALTH, LLC

GREAT LAKES WEALTH, LLC

Advisory

N·NORTHVILLE, MI

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM

$166M

1-Year AUM Growth

+4.0%

3-Year CAGR

+2.7%

Employees

3

Assets Under Management

Total AUM$166M

Discretionary AUM$162M

Non-Discretionary AUM$4M

Discretionary %97.4%

Total Clients238

Team

Total Employees3

Investment Advisers9

Employee Growth (1Y)-66.7%

Filing History

Total Filings on Record24

First FilingJun 10, 2016

Latest FilingMar 30, 2026

🔒 Full AUM trend chart and 24 historical filings spanning 10+ 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 GREAT LAKES WEALTH, LLC

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