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WEALTH PERSONAL
FINANCIAL PLANNING CONSULTANTS OF NORTHERN MICHIGAN,INC.
CRD 144800
212 RIVER STREET BOX 738, ELK RAPIDS, MI, 49622, United States
Phone
231-264-9591
Fax
231-264-8488
Registration
— (—)
Source
State registered
Total AUM
$19.9M
Discretionary AUM
$19.6M
Team
3 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 157 | $10.9M |
| High net worth individuals | 11 | $9.0M |
All web addresses on file
Official SEC filing: View on IAPD