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FRONT STREET WEALTH MANAGEMENT
FRONT STREET WEALTH MANAGEMENT, LLC
CRD 125219 · SEC 801-64544
310 W. FRONT STREET SUITE 403, TRAVERSE CITY, MI, 49684, United States
Phone
231-947-3775
Fax
231-237-4243
Registration
— (—)
Source
State registered
Total AUM
$97.2M
Discretionary AUM
$92.1M
Team
2 total employees; 1 advisory reps; 15 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $22.6M |
| High net worth individuals | 30 | $74.6M |
All web addresses on file
Official SEC filing: View on IAPD