CRD: 140440
Great Lakes Benefits AND Wealth Management
$71.0M Total AUM
$67.0M Disc. AUM
-- 3Y CAGR
3 Employees
290 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vital vectorAtlas +more
- Established Date
- 05-18-2006
- Office Locations
- 1
Office Locations
1325 Hull RD Sandusky OH
About Great Lakes Benefits AND Wealth Management
Great Lakes Benefits & Wealth Management is a Sandusky, OH-based, fiduciary-focused firm serving retirees and pre-retirees with retirement income planning, tax strategy, asset protection, and legacy/healthcare planning. A differentiator is integrated planning with advisor/CPA coordination, including CPA-prepared tax returns, and custody relationships that include Charles Schwab.
Team overview
-- AVG AGE
$35.5M AVG AUM / ADVISOR
$244.8K AVG AUM / CLIENT
11.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Foundation alpha Delta beacon Meridian North
Client Personas
Legacy north
CRM
Crest
Custodian
Value catalyst Focus pathway Matrix Matrix legacy Element timber Pathway
Investment Themes
Wave Delta Pioneer vector Optima
Investment Vehicles
Insight
Services
Legacy horizon Zenith capital Signal atlas Value Alpha insight Momentum signal Ridge momentum Optima Glacier pioneer
Technology
Momentum Oak Delta momentum
Owner & Executives
WAYNE KENNETH MASLYK JR
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #2726739
- Ownership
- 75% or more
(765) 249-6143
delta.vector@northcapital.com
in linkedin.com/in/value-ridge
Showing 1 of 1 owners & executives
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A
Andrew Lawrence Brewer
Financial Planner
- CRD
- #7373980
(592) 342-8281
alpha.north@alphacapital.com
in linkedin.com/in/vertex-fusion
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,000,000 | -- |
| Non-Discretionary | $4,000,000 | -- |
| Total | $71,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $71,000,000
Public Funds:
46.2% Cash:
13.7% Equity - Exchange:
27.8% U.S. Government/Agency:
12.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,454,362,073 | 46.2% |
| Cash | $431,271,870 | 13.7% |
| Equity - Exchange | $875,135,620 | 27.8% |
| U.S. Government/Agency | $387,200,293 | 12.3% |
| Total | $3,147,969,856 | 100.0% |