Overview
Assets Under Management: $141 million
Headquarters: BLOOMFIELD HILLS, MI
High-Net-Worth Clients: 31
Average Client Assets: $4 million
Frequently Asked Questions
WOLVERINE WEALTH ADVISORY SERVICES INC. 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 #146564), WOLVERINE WEALTH ADVISORY SERVICES INC. is subject to fiduciary duty under federal law.
WOLVERINE WEALTH ADVISORY SERVICES INC. is headquartered in BLOOMFIELD HILLS, MI.
WOLVERINE WEALTH ADVISORY SERVICES INC. serves 31 high-net-worth clients according to their SEC filing dated January 15, 2026. View client details ↓
According to their SEC Form ADV, WOLVERINE WEALTH ADVISORY SERVICES INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
WOLVERINE WEALTH ADVISORY SERVICES INC. manages $141 million in client assets according to their SEC filing dated January 15, 2026.
According to their SEC Form ADV, WOLVERINE WEALTH ADVISORY SERVICES INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.39
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 215
Discretionary Accounts: 215
Regulatory Filings
CRD Number: 146564
Filing ID: 2040632
Last Filing Date: 2026-01-15 09:51:12