Wealth Management Partners of Michigan, LLC

RIAState Registered
Total AUM
$15.6M
Discretionary
$0
0% of AUM
Avg account
$312K
Accounts
50
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
127387
Fee structure
Percentage of AUM, Hourly Charges, Other
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Wealth Management Partners of Michigan, LLC is an individually owned limited liability company that provides portfolio management for individual and small-business clients. The firm operates primarily as an advisory practice rather than a capital allocator; it reports a mix of fee arrangements, including percentage-of-AUM billing, hourly fees, and other fee types. The advisory mandate appears to be non-discretionary in nature, with clients retaining trading authority. The firm does not identify as an active ESG investor and is not organized as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Other 45%, Cash & Cash Equivalents 5%50%
  • Exchange Traded Equities50%
  • Other45%
  • Cash & Cash Equivalents5%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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