RIA Intel›Advisers›Michigan›WEALTH FOR YOU FINANCIAL, LLC

WEALTH FOR YOU FINANCIAL, LLC

Advisory

GRAND BLANC, MI

Data as of May 7, 2026 · Source: SEC Form ADV

Rank in MI

#462

of 521 advisers by AUM

Average account

$101K

across 642 accounts

AUM per adviser

$22M

3 advisers

Source: SEC Form ADV. Figures as filed May 7, 2026.

Total AUM

$65M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$65M

Discretionary AUM$65M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients297

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI, NC, SC

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

297 clients

14 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.

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WEALTH MANAGEMENT PARTNERS LLC

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