RIA Intel›Advisers›Michigan›HARTWELL WEALTH MANAGEMENT LLC

HARTWELL WEALTH MANAGEMENT LLC

Advisory

ST JOSEPH, MI

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

Rank in MI
#494
of 521 advisers by AUM
Average account
$185K
across 297 accounts
AUM per adviser
$14M
4 advisers

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

Total AUM
$55M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$55M
Discretionary AUM$55M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients154
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO, MI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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