WOLVERINE WEALTH ADVISORY SERVICES INC.
  • WOLVERINE WEALTH ADVISORY SERVICES INC.

Adviser Profile

As of Date 01/15/2026
Registration SEC, Approved, 04/14/2025
Other registrations (3)
Former registrations

WOLVERINE WEALTH ADVISORY SERVICES INC.

ADV Location BLOOMFIELD HILLS, MI, United States
Contact Info 248 xxxxxxx
AUM* 140,898,085 17%
of that, discretionary 140,898,085 17%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 655,340 29%
% High Net Worth 44.29% -38%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

141M 121M 101M 81M 60M 40M 20M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees