W
$15.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
100 ADV. Clients
22 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-21-2003
- Office Locations
- 1
Office Locations
-- ANN Arbor MI
About Wealth Management Partners OF Michigan, LLC
Wealth Management Partners OF Michigan, LLC is a ANN Arbor-based RIA. The firm has been operating for 22 years. Managing $15.6M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$15.6M AVG AUM / ADVISOR
$155.9K AVG AUM / CLIENT
16.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
Available
Available
Available
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Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DAVID THOMAS PALMER
Associate, Chief Compliance Officer
- CRD
- #1266431
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $15,585,125 | -- |
| Total | $15,585,125 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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