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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- VitalSignal +more
- Established Date
- 07-23-2018
- Office Locations
- 1
Office Locations
About MD Wealth Management, LLC
MD Wealth Management is an independent, fee-only fiduciary RIA near Ann Arbor, Michigan, focused on established physicians and those preparing for retirement. The team of CFP professionals provides comprehensive financial planning and ongoing investment management, with a retirement-income and decision-support orientation for busy medical households. Portfolios are built primarily with public funds and ETFs, including Dimensional strategies, and are custodied at Charles Schwab.
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Owner & Executives
Trent DeBruin
Chief Compliance Officer, PRINCIPAL
- CRD
- #6980635
- Ownership
- 50% but less than 75%
ANDREW W. A. MUSBACH
PRINCIPAL
- CRD
- #6378110
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,904,649 | $278,946 |
| Non-Discretionary | $0 | -- |
| Total | $109,904,649 | $278,946 |
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Separately Managed Accounts
Total SMA Asset: $109,904,649
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $354,686,031 | 10.8% |
| Equity - Exchange | $968,818,324 | 29.5% |
| Corporate - Investment Grade | $853,873,777 | 26.0% |
| Municipal Bonds | $551,733,825 | 16.8% |
| Cash | $555,017,956 | 16.9% |
| Total | $3,284,129,913 | 100.0% |