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WOLVERINE WEALTH ADVISORY SERVICES INC.

Advisory

N·BLOOMFIELD HILLS, MI

Data as of Jan 15, 2026 · Source: SEC Form ADV

Total AUM
$141M
1-Year AUM Growth
-0.4%
3-Year CAGR
+19.0%
Employees
1
Assets Under Management
Total AUM$141M
Discretionary AUM$141M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients65
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record11
First FilingFeb 29, 2008
Latest FilingJan 15, 2026
🔒 Full AUM trend chart and 11 historical filings spanning 18+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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