WELLSAGE WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- NORTHVILLE, Michigan
- CRD number
- 339550
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wellsage Wealth Management LLC operates as a limited liability company focused on providing financial planning services and portfolio management primarily for individuals and small businesses. The firm also engages in educational seminars and workshops, aiming to enhance clients' understanding of financial management. While it does not classify itself as an active ESG investor, it has carved out a niche in offering personalized financial solutions tailored to the unique needs of its clientele.
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
Contacts
1 of 1DAVID ADAMSE
Founder & Principal AdvisorCRD 5831924
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NORTHVILLE, MI
WAYNE
Location
NORTHVILLE, MI
Headquartered in NORTHVILLE, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- WAYNE
- Address
- 302 W Main St
- Time zone
- ET (UTC-5)
- Office locations
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