RIA Intel›Advisers›Michigan›SOUTHWEST MICHIGAN WEALTH MANAGEMENT, LLC

SOUTHWEST MICHIGAN WEALTH MANAGEMENT, LLC

Advisory

KALAMAZOO, MI

Data as of Feb 25, 2026 · Source: SEC Form ADV

Average account

$151K

across 195 accounts

AUM per adviser

$15M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 25, 2026.

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$29M

Discretionary AUM$29M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients166

Team

Total Employees4

Investment Advisers2

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

166 clients

4 high-net-worth

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

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

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ALPHA PARTNERS, LLC

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