RIA Intel›Advisers›Michigan›RICHMARK PRIVATE WEALTH MANAGEMENT, LLC

RICHMARK PRIVATE WEALTH MANAGEMENT, LLC

Advisory

FRANKENMUTH, MI

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

Rank in MI
#476
of 521 advisers by AUM
Average account
$158K
across 388 accounts
AUM per adviser
$12M
5 advisers

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

Total AUM
$61M
Discretionary %
100%
Clients
377
Employees
6

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$61M
Discretionary AUM$61M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients377
Team
Total Employees6
Investment Advisers5
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL, MI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

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

CRYSTAL COAST WEALTH ADVISORS LLC
$61M
LEGACY INVESTMENT ADVISORS LLC
WYANDOTTE, MI
$61M
DANIEL INVESTMENTS, INC.
TROY, MI
$61M
DOUG NEWPORT WEALTH MANAGEMENT
$62M
FOREVER YOUNG WEALTH MANAGEMENT LLC
BRIGHTON, MI
$62M
SUMMIT WEALTH STRATEGIES GROUP, LLC
$60M

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