W
$19.9M Total AUM
$19.6M Disc. AUM
-- 3Y CAGR
3 Employees
168 ADV. Clients
16 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-12-2010
- Office Locations
- 1
Office Locations
212 River Street BOX 738 ELK Rapids MI
About Wealth Personal
Wealth Personal is a ELK Rapids-based RIA. The firm has been operating for 16 years. Managing $19.9M in total assets under management, with 2 advisory representatives. They custody assets with Altruist.
Team overview
33 AVG AGE
$9.9M AVG AUM / ADVISOR
$118.4K AVG AUM / CLIENT
0.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
BRIAN MICHAEL CANNON
Chief Compliance Officer, President
- CRD
- #6359412
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
Jessica Marie Socolovitch
--
- CRD
- #6717705
Available
Available
Available
Showing 1 of 2 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,575,829 | -- |
| Non-Discretionary | $313,000 | -- |
| Total | $19,888,829 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available Private Funds:
Available Equity - Exchange:
Available Other:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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