CRD: 330730
Armor Wealth Strategies, LLC
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-09-2024
- Office Locations
- 1
Office Locations
About Armor Wealth Strategies, LLC
Armor Wealth Strategies is a Michigan-based advisory firm providing portfolio management and financial planning with a balanced growth-and-income approach. The team builds custom allocations using data-driven modeling, fundamental research, and valuation discipline, with income sleeves spanning dividend equities, bonds/CDs, and alternatives such as private credit, real estate, and fixed indexed annuities/MYGAs. Serves HNW individuals, RIAs/wealth managers, and institutions; offers OCIO support.
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Investment Themes
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Owner & Executives
MICHAEL HONG CHO
Chief Compliance Officer, Managing Member
- CRD
- #2456460
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,991,258 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,991,258 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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