P
$6.3M Total AUM
$6.3M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Comerica Bank · Morgan Stanley
- Clients
- Retail
- Platforms
- Matrix pioneerBridge +more
- Established Date
- 09-21-2016
- Office Locations
- 1
Office Locations
-- Commerce MI
About Personal Wealth Management, LLC
Personal Wealth Management, LLC is a Commerce, MI-based independent RIA focused on personal wealth management, retirement income, and legacy planning. The firm provides financial planning alongside insurance and life insurance solutions, with portfolios largely implemented via ETFs and mutual funds. Client onboarding emphasizes a goals-based discovery call and a digital workflow using tools like Calendly and DocuSign.
Team overview
66 AVG AGE
$6.3M AVG AUM / ADVISOR
$185.2K AVG AUM / CLIENT
9.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
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Asset Classes
Crest momentum Legacy
Client Personas
Pioneer
Custodian
Matrix zenith Harbor optima
Investment Themes
Frontier Prime radial
Investment Vehicles
Focus wave
Services
Ridge delta Timber Atlas prime Fusion Timber Catalyst Delta quantum
Technology
Meridian timber Delta vector Bridge
Owner & Executives
ROBERT ALAN MINASIAN
Investment Advisor, Managing Member
- CRD
- #3222210
- Ownership
- 75% or more
(680) 930-8488
capital.summit@crestcapital.com
in linkedin.com/in/alpha-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,297,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,297,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,297,000
Equity - Exchange:
23.2% Public Funds:
47.2% Equity - OTC:
29.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,372,472,905 | 23.2% |
| Public Funds | $2,792,272,461 | 47.2% |
| Equity - OTC | $1,751,086,119 | 29.6% |
| Total | $5,915,831,485 | 100.0% |