RIA Intel›Advisers›Michigan›PERSONAL WEALTH MANAGEMENT, LLC

PERSONAL WEALTH MANAGEMENT, LLC

Advisory

MI

Data as of Feb 6, 2026 · Source: SEC Form ADV

Average account

$286K

across 22 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 6, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients17

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

17 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

MID MICHIGAN INSURANCE AND FINANCIAL SERVICES LLC

$6M

KRAFT CAPITAL, LLC

$6M

JDV WEALTH ADVISORS, LLC

$6M

LEONARD ASSET MANAGEMENT, INC.

$6M

ISADORE RETIREMENT GROUP, LLC

TRAVERSE CITY, MI

$7M

USAWORLD CAPITAL LLC

$6M

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