RIA Intel›Advisers›Michigan›WEALTH & WELLNESS GROUP, LLC

WEALTH & WELLNESS GROUP, LLC

Advisory

BRIGHTON, MI

Data as of Mar 9, 2026 · Source: SEC Form ADV

Rank in MI

#460

of 521 advisers by AUM

Average account

$295K

across 221 accounts

AUM per adviser

$65M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$65M

Discretionary %

96.6%

Clients

221

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$65M

Discretionary AUM$63M

Non-Discretionary AUM$2M

Discretionary %96.6%

Total Clients221

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

221 clients

14 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in MI

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

RS BONE, LLC

BLOOMFIELD HILLS, MI

$65M

WEALTH FOR YOU FINANCIAL, LLC

GRAND BLANC, MI

$65M

STRATUS ADVISORY GROUP, INC.

HIGHLAND, MI

$65M

C-PAS LLC

LANSING, MI

$64M

+3.1% 1Y

BOWLINE FINANCIAL, LLC

GROSSE POINTE WOODS, MI

$64M

COOK, MATTHEW PAUL

TROY, MI

$67M

Get the full picture on WEALTH & WELLNESS GROUP, LLC

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

Create a free account →See plans