Ziggy Wealth, LLC
Firm details
- Headquarters
- Royal Oak, Michigan
- CRD number
- 328022
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Ziggy Wealth, LLC operates as a limited liability company focusing on investment activities and the selection of other advisers. The firm is recognized as a capital allocator, indicating its role in directing investments toward various asset managers. While it does not actively pursue ESG investments, it maintains a diverse approach to investment strategies. The firm has established connections with a law firm, suggesting a potential focus on legal aspects of wealth management and investment.
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
Owners & executives
1 of 1
Trimeshia Smiley
Chief Compliance OfficerCRD 5644533
Contacts
1 of 1
Darren Findling
President & FounderCRD 7795221
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Royal Oak, MI
Oakland
Location
Royal Oak, MI
Headquartered in Royal Oak, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 414 W 5th St
- Time zone
- ET (UTC-5)
- Office locations
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