WOLVERINE WEALTH ADVISORY SERVICES INC.

RIASEC RegisteredEst. 2025

Total AUM

$141M

Discretionary

$141M

100% of AUM

Avg account

$655K

Accounts

215

Employees

Advisory reps

Firm details

Headquarters: Bloomfield Hills, Michigan
CRD number: 146564
Registered since: April 14, 2025
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI89.39%
Pension & Profit Sharing Plans5.44%
Individuals5.05%
Charitable Organizations0.12%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Wolverine Wealth Advisory Services Inc. is an independent, individually owned registered investment adviser positioned to serve individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee arrangements include both percentage-of-assets and fixed-fee engagements. Wolverine identifies itself as a capital allocator and is not an active ESG investor. Wolverine became SEC-registered in 2025 and is organized as a corporation. The firm is not registered as a multi-state adviser, does not act as a pension consultant, and does not report any related adviser relationships in the provided data.