RIA IntelAdvisersMichiganTHE L 'ESPERANCE GROUP, LLC

THE L 'ESPERANCE GROUP, LLC

Advisory

TROY, MI

Data as of Mar 12, 2026 · Source: SEC Form ADV

Rank in MI
#514
of 521 advisers by AUM
Average account
$117K
across 385 accounts
AUM per adviser
$23M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM
$45M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$45M
Discretionary AUM$45M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients76
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI, MN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

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

MUELLER ASSET MANAGEMENT, INC.
SOUTHFIELD, MI
$45M
EMDE WEALTH MANAGEMENT LLC
BLOOMFIELD HILLS, MI
$45M
MUNROS CAPITAL MANAGEMENT, LLC
BLOOMFIELD HILLS, MI
$45M
-21.7% 1Y
WORLD CAPITAL PARTNERS L.L.C.
BLOOMFIELD HILLS, MI
$44M
-63.2% 1Y
WATERFORD FINANCIAL MANAGEMENT, LLC
FAIR HAVEN, MI
$44M
GREENROCK WEALTH MANAGEMENT LLC
EAST GRAND RAPIDS, MI
$44M

Get the full picture on THE L 'ESPERANCE GROUP, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track THE L 'ESPERANCE GROUP, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans