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Building 2WASSERMAN WEALTH MANAGEMENT, LLC

Map pinFARMINGTON HILLS, MI
Phone248.626.3900
NotebookSEC #801-66931
Total AUM
$306M
Employees
5
Clients
187

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
31700 MIDDLEBELT ROAD
SUITE 130
FARMINGTON HILLS
MI 48334
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
248.626.3900

ReceiptFinancials

Total AUM
$306M
Accounts
553
Discretionary
$306M
Accounts
553
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
118
AUM
$52M
HNW Individual Clients
63
AUM
$250.6M
Corporation or Business Clients
6
AUM
$3.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMITX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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