GREAT LAKES WEALTH, LLC

22260 Haggerty Road
Suite 160
Northville, Michigan 48167
Tel: (248) 378-1200

About GREAT LAKES WEALTH, LLC

GREAT LAKES WEALTH, LLC, formally registered with the SEC as GREAT LAKES WEALTH, LLC. The firm was established in 06/02/2021. They have over 1 offices throughout the country.

GREAT LAKES WEALTH, LLC is a Northville, Michigan based Financial Planning firm with nearly $116,999,327 assets under management, offering retirement planning & investment advisory services to 872 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282362
SEC#	801-121370
Assets Managed by Firm	$116,999,327
No. of Clients	872
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	872	$116,999,327
Individuals (other than high net worth individuals)	243	$43,040,229
High net worth individuals	33	$73,559,098
Pension and profit sharing plans	Fewer than 5 clients	$400,000

More Retirement Planning firms in Northville, Michigan:

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PLANTE MORAN FINANCIAL ADVISORS 3000 Town Center, Suite 100 Southfield, MI, 48075	$20,526,058,796	17010	134
OA PRIVATE CAPITAL 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503	$20,209,044,347	85	74
YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$15,029,547,343	412	15
BRICKTOWN CAPITAL, LLC 600 E. Lafayette Blvd Detroit, MI, 48226	$11,989,880,000	105	31

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