$29.4M Total AUM
$29.4M Disc. AUM
-- 3Y CAGR
4 Employees
166 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2017
- Office Locations
- 1
Office Locations
4341 S. Westnedge Avenue Suite 1201 Kalamazoo MI
About Southwest Michigan Wealth Management, LLC
Southwest Michigan Wealth Management, LLC is a Kalamazoo-based RIA. The firm has been operating for 8 years. Managing $29.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
36 AVG AGE
$14.7M AVG AUM / ADVISOR
$177.1K AVG AUM / CLIENT
7.9 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CHARLES ROBERT HENRICH
Managing Member, President
- CRD
- #6025347
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
Justin Charles Henrich
Financial Advisor, General Partner
- CRD
- #7172954
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,405,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,405,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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