GREAT LAKES WEALTH, LLC

Overview

Great Lakes Wealth, LLC operates as an independent registered investment adviser organized as a limited liability company. The firm serves individual and family clients with a mix of fee-based billing (percentage of assets under management) and fixed-fee engagements. Its advisory services center on financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. The firm also maintains business activity as a registered representative of a broker-dealer and lists an affiliation with an insurance company, indicating it can integrate insurance solutions into client planning. Investment activity shows a clear tilt toward managed, pooled public vehicles—mutual funds and other public funds are the most-used instruments—combined with a willingness to bring third-party alternative managers into client portfolios. Great Lakes Wealth does not position itself as a capital allocator (it does not operate its own pooled investment vehicles) and is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices