RIA Intel›Advisers›Michigan›WATERFORD FINANCIAL MANAGEMENT, LLC

WATERFORD FINANCIAL MANAGEMENT, LLC

Advisory

FAIR HAVEN, MI

Data as of Mar 28, 2026 · Source: SEC Form ADV

Rank in MI

#519

of 521 advisers by AUM

Average account

$334K

across 132 accounts

AUM per adviser

$44M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 28, 2026.

Total AUM

$44M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$44M

Discretionary AUM$44M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients47

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

47 clients

8 high-net-worth

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

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