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$140.9M Total AUM
$140.9M Disc. AUM
-- 3Y CAGR
1 Employees
65 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-21-2010
- Office Locations
- 1
Office Locations
40900 Woodward Ave., Ste. 100 Bloomfield Hills MI
About Wolverine Wealth Advisory Services Inc.
Wolverine Wealth Advisory Services Inc. is a Bloomfield Hills-based RIA. The firm has been operating for 16 years. Managing $140.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and SEI.
Team overview
-- AVG AGE
$140.9M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
16.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Owner & Executives
ANNE THERESE BREUCH
Chief Compliance Officer, President
- CRD
- #3187209
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $140,898,085 | $655,340 |
| Non-Discretionary | $0 | -- |
| Total | $140,898,085 | $655,340 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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