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WEALTHY INTENTIONS LLC

Advisory

MI

Data as of Feb 21, 2026 · Source: SEC Form ADV

Average account
$59K
across 31 accounts
AUM per adviser
$915K
2 advisers

Source: SEC Form ADV. Figures as filed Feb 21, 2026.

Total AUM
$2M
Discretionary %
100%
Clients
7
Employees
2

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$2M
Discretionary AUM$2M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients7
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructurePartnership
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.

VILLAIRE FINANCIAL, LLC
$2M
DANIEL RYAN FINANCIAL LLC
$2M
BOARDWALK WEALTH MANAGEMENT, LLC
ANN ARBOR, MI
$2M
KAUNISTO CAPITAL L.L.C.
BRIMLEY, MI
$2M
PIERCE FINANCIAL LLC
ANN ARBOR, MI
$2M
CONVERT FINANCIAL SERVICES LLC
$2M

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