Wealth Management Partners of Michigan, LLC
Firm details
- Headquarters
- ,
- CRD number
- 127387
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Other45%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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