CRD: 337631
Wealth & Wellness Group, LLC
$65.2M Total AUM
$63.0M Disc. AUM
-- 3Y CAGR
1 Employees
221 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-15-2025
- Office Locations
- 1
Office Locations
690 Hope St. Suite B Brighton MI
About Wealth & Wellness Group, LLC
Wealth & Wellness Group, LLC is a Brighton-based RIA. The firm has been operating for 0 years. Managing $65.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$65.2M AVG AUM / ADVISOR
$295.1K AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs 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
Robert Steven Laura
Chief Compliance Officer, Managing Member
- CRD
- #4153364
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,023,000 | -- |
| Non-Discretionary | $2,200,000 | -- |
| Total | $65,223,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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