Money Evolution
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 269917
- Website
- moneyevolution.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Money Evolution, LLC is a Michigan-registered advisory firm structured as a limited liability company and owned by an individual principal. Its core service offering is financial planning, delivered on an hourly or fixed-fee basis rather than as a fee percentage of assets. The firm is categorized as "Unclassified" in available records and is not identified as a capital allocator, pension consultant, or related adviser. It does not identify as an active ESG investor and does not operate as a multi-state adviser. The combination of hourly and fixed fees and the emphasis on financial planning suggests the practice is oriented toward advice and planning engagements rather than discretionary asset management or large-scale institutional mandates.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1William Lethemon
Financial Advisor and Registered RepresentativeCRD 2502066
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bloomfield Hills, MI
Oakland
Location
Bloomfield Hills, MI
Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 21 E Long Lake Rd
- Time zone
- ET (UTC-5)
- Office locations
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