RIA Intel›Advisers›Michigan›ZOELLNER WHOLE FINANCIAL, PLLC

ZOELLNER WHOLE FINANCIAL, PLLC

Advisory

WATERFORD, MI

Data as of Jan 14, 2026 · Source: SEC Form ADV

Average account

$141K

across 96 accounts

AUM per adviser

$7M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$14M

Discretionary AUM$0

Non-Discretionary AUM$14M

Discretionary %0%

Total Clients49

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

Fiscal Year EndDecember

Operates InMI

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

49 clients

17 high-net-worth

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

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