Overview
Assets Under Management: $306 million
Headquarters: FARMINGTON HILLS, MI
High-Net-Worth Clients: 63
Average Client Assets: $4.0 million
Frequently Asked Questions
WASSERMAN WEALTH MANAGEMENT, 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 #124556), WASSERMAN WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
WASSERMAN WEALTH MANAGEMENT, LLC is headquartered in FARMINGTON HILLS, MI.
WASSERMAN WEALTH MANAGEMENT, LLC serves 63 high-net-worth clients according to their SEC filing dated February 05, 2024. View client details ↓
According to their SEC Form ADV, WASSERMAN WEALTH MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
WASSERMAN WEALTH MANAGEMENT, LLC manages $306 million in client assets according to their SEC filing dated February 05, 2024.
According to their SEC Form ADV, WASSERMAN WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.88%
Average Client Assets: $4.0 million
Total Client Accounts: 553
Discretionary Accounts: 553
Regulatory Filings
CRD Number: 124556
Filing ID: 1822079
Last Filing Date: 2024-02-05 12:22:00