RIA IntelAdvisersMichiganWEALTH MANAGEMENT PARTNERS OF MICHIGAN, LLC

WEALTH MANAGEMENT PARTNERS OF MICHIGAN, LLC

Advisory

MI

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

Average account
$312K
across 50 accounts
AUM per adviser
$16M
1 advisers

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

Total AUM
$16M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$16M
Discretionary AUM$0
Non-Discretionary AUM$16M
Discretionary %0%
Total Clients50
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

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

IMPERIUM INVESTMENT ADVISORS, LLC
SOUTHFIELD, MI
$16M
-42.2% 1Y
AG WEALTH MANAGEMENT, PLLC
$15M
AMETRINE WEALTH MANAGEMENT LLC
$16M
SALEHI WEALTH MANAGEMENT, LLC
$15M
BRAEBURN CAPITAL PARTNERS, LLC
BLOOMFIELD HILLS, MI
$15M
-0.7% 1Y
MURPHY, ROBERT JOSEPH
ANN ARBOR, MI
$15M
0.0% 1Y

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