M
CRD: 332311
Mirror Lake Wealth Management, LLC
Bloomfield Hills, MI
3123391585
$7.9M Total AUM
$7.9M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-13-2024
- Office Locations
- 1
Office Locations
-- Bloomfield Hills MI
About Mirror Lake Wealth Management, LLC
Mirror Lake Wealth Management, LLC is a Bloomfield Hills-based RIA. The firm has been operating for 1 years. Managing $7.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Insurance.
Team overview
-- AVG AGE
$7.9M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Catalyst frontier Foundation
Client Personas
Vector
Investment Themes
Atlas
Investment Vehicles
Pathway
Services
Crest Fusion unison
Owner & Executives
J
JEFFERSON BULLUCK MARTIN
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member, Owner
- CRD
- #2378528
- Ownership
- 75% or more
(266) 267-3069
meridian.timber@timbercapital.com
in linkedin.com/in/capital-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,900,000
Equity - Exchange:
45.3% Cash:
54.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $897,921,944 | 45.3% |
| Cash | $1,084,245,703 | 54.7% |
| Total | $1,982,167,647 | 100.0% |