G
$166.3M Total AUM
$162.0M Disc. AUM
13.9% 3Y CAGR
9 Employees
248 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- RadialMeridian focus +more
- Established Date
- 07-05-2016
- Office Locations
- 1
Office Locations
22260 Haggerty Road Suite 160 Northville MI
About Great Lakes Wealth, LLC
Great Lakes Wealth, LLC is a Northville, MI-based RIA serving individuals and entrepreneurs with financial planning and investment/portfolio management. The firm uses proprietary, outcome-based model portfolios (14 models) and risk profiling via Riskalyze to align allocations to client objectives. Investment implementation includes ETFs and mutual funds, with experience evaluating alternatives when appropriate; custody support includes Charles Schwab.
Team overview
51 AVG AGE
$55.4M AVG AUM / ADVISOR
$670.5K AVG AUM / CLIENT
9.9 yrs AVG TENURE
9 Employees
3 Advisory Reps
4 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Atlas Quantum crest Beacon Crest horizon Focus Bridge Foundation peak Frontier Fusion capital
Client Personas
Radial Insight
Custodian
Peak catalyst Glacier vital Atlas Harbor optima Element Oak Wave peak Alpha radial Quantum Optima Timber vertex
Investment Themes
Summit quantum Radial Foundation Atlas Focus
Investment Vehicles
Quantum Foundation vertex
Services
Fusion insight Pioneer zenith Oak Fusion delta Oak Insight timber Horizon Frontier legacy North Value Alpha atlas
Technology
Vertex delta Pioneer Momentum
Owner & Executives
DEWEY DEANE STEFFEN
Chief Executive Officer
- CRD
- #2688651
- Ownership
- Less than 5%
(448) 707-5145
optima.quantum@radialcapital.com
in linkedin.com/in/summit-value
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $162,024,392 | $166,692 |
| Non-Discretionary | $4,261,029 | $1,420,343 |
| Total | $166,285,421 | $170,549 |
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Separately Managed Accounts
Total SMA Asset: $166,285,421
Public Funds:
12.1% Equity - Exchange:
24.1% Cash:
15.5% Other:
20.8% U.S. Government/Agency:
27.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $218,150,561 | 12.1% |
| Equity - Exchange | $434,498,225 | 24.1% |
| Cash | $279,449,066 | 15.5% |
| Other | $375,002,618 | 20.8% |
| U.S. Government/Agency | $495,796,731 | 27.5% |
| Total | $1,802,897,201 | 100.0% |