Wealth Management Partners Of Michigan, LLC

Overview

Wealth Management Partners Of Michigan, LLC is a small, client-focused advisory firm that manages individual and family portfolios with an emphasis on liquid equity exposure. The firm operates as a limited liability company under individual ownership and concentrates on portfolio management for individuals and small businesses. Its business model leans toward client-directed relationships: the entirety of reported advisory assets are held in non-discretionary arrangements, which suggests the firm primarily implements strategies that require client consent for trades or follows client-directed mandates. Fee arrangements include a percentage-of-AUM component supplemented by hourly billing and other fee lines, indicating a mix of ongoing advisory engagements and project-based or planning work. The adviser does not characterize itself as an active ESG investor and does not report a multistate adviser footprint, so its client base and marketing appear locally focused rather than national.

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Public Holdings

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Location & Offices