Overview
Assets Under Management: $166 million
Headquarters: NORTHVILLE, MI
High-Net-Worth Clients: 39
Average Client Assets: $2.3 million
Frequently Asked Questions
GREAT LAKES WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #282362), GREAT LAKES WEALTH, LLC is subject to fiduciary duty under federal law.
GREAT LAKES WEALTH, LLC is headquartered in NORTHVILLE, MI.
GREAT LAKES WEALTH, LLC serves 39 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, GREAT LAKES WEALTH, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
GREAT LAKES WEALTH, LLC manages $166 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, GREAT LAKES WEALTH, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.20%
Average Client Assets: $2.3 million
Total Client Accounts: 975
Discretionary Accounts: 972
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 282362
Filing ID: 2086723
Last Filing Date: 2026-03-30 10:42:27